Myles Brandt is a CFP-designated registered investment advisor at Charleston Financial Advisors, LLC, based in Charleston, SC, with 17 years of industry experience. Myles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. 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
Contact
Myles Brandt
Location
4 North Atlantic Wharf, Suite 200, Charleston, SC, 29401-2168
Get directionsHistory
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
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
Additional Information
Myles has been with Charleston Financial Advisors, LLC since early 2007. He oversees the management of all investment accounts, investment education, and research.