South Coast Planning & Wealth Management
South Coast Planning & Wealth Management (CRD# 326997) is a financial advisory firm headquartered in Fall River, MA. They manage $763,065 in 11 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
South Coast Planning & Wealth Management
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts11ACCOUNTS
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Average Account Value$69,370
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI
Financial Advisors at South Coast Planning & Wealth Management
No Advisor Found.
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