Palmetto Coast Wealth Management
Palmetto Coast Wealth Management (CRD# 270012) is a financial advisory firm headquartered in Charleston, SC. They manage $12,338,129 in 105 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts105ACCOUNTS
Average Account Value$117,506
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Michael Kreft (CRD# 5184803) is an Investment Advisor Representative working at Palmetto Coast Wealth Management in Charleston, SC and has over 10 years of experience in the finance industry.