Ariel Kauffman is a CFP-designated registered investment advisor at The Wealthcare Clinic, based in Six Mile, SC, with 4 years of industry experience. Ariel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Schedule reflects the Wealth Management service. The firm also offers a standalone Investment Management service with rates of 0.25% on the first $2,000,000 and 0.10 on assets over $2,000,000. Fees are negotiable and subject to household minimums ($1,200 for Investment Management and $7,500 for Wealth Management).
Fee Estimator
Location
Six Mile, SC
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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
The Wealthcare Clinic
Previous Registrations
Solitude Financial Services, INC.
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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
More Advisors
- Michael Kauffman, CFP, ChFCThe Wealthcare Clinic
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