Minas Wealth Management LLC

Minas Wealth Management LLC (CRD# 146718) is a financial advisory firm headquartered in Beaufort, SC. They manage $8,700,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $217,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Minas Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
William L. Hickman
CRD#: 4428844
2015 Boundary Street, Suite 233, Beaufort, SC 29902
93
Wealthminder
score

William Hickman (CRD# 4428844) is an Investment Advisor Representative working at Minas Wealth Management LLC in Beaufort, SC and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.