The Mutual Fund Store
The Mutual Fund Store (CRD# 144573) is a financial advisory firm headquartered in North Charleston, SC. They manage $7,675,673 in 81 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Mutual Fund Store
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts81ACCOUNTS
-
Average Account Value$94,761
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SC
Financial Advisors at The Mutual Fund Store
No Advisor Found.
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