Diane Blackwelder is a CFP-designated registered investment advisor at Charleston Financial Advisors, LLC, based in Charleston, SC, with 20 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 202 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M+ | 0.50% |
Fees are calculated quarterly. Flat fees are negotiated bi-annually for clients with $2,000,000 or more under management. Assets under "By All Accounts – Aggregation Services" are billed at half the rate of assets under management.
Fee Estimator
Location
4 North Atlantic Wharf, Suite 200, Charleston, SC, 29401-2168
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Charleston Financial Advisors, LLC
Previous Registrations
Atlantic Planning Partners, LLC
Questis
Atlantic Planning Partners, LLC
MML Investors Services, INC.
State Registrations4 states
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