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).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $117,506
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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 Palmetto Coast Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Michael J. Kreft
CRD#: 5184803
925-b Wappoo Road, Charleston, SC 29407
96
Wealthminder
score

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.

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