Diane Blackwelder
Diane Blackwelder is a CFP-designated registered investment advisor at Charleston Financial Advisors, LLC, based in Charleston, SC, with 21 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 203 clients with $260M 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 charged quarterly as a percentage of assets under management. There is a $1,000 annual minimum fee, which can be waived at the firm's discretion. Flat fees are negotiable for clients with $2,000,000 or more. Aggregated held-away accounts are billed at half the standard rate.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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