Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
350 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$361.0M

Fee Structure

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Location

400 Pettigru St, Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Chace is the Director of Business Development for Double E Insurance, where he sells fixed and indexed life insurance products, dedicating full-time hours to the business. He also serves as the Director of Business Development for Double E Financial, spending full-time hours on this investment-related role.

Employment History
Current Registrations
Match Grade Advisors
May 2025 - Present · 9 mos
Previous Registrations
Fortune Financial Services, INC.Broker
February 2025 - April 2025 · 2 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.