William Bastian
William Bastian is a registered investment advisor at Loveland & Bastian Financial Services Group, LLC, based in Mt. Pleasant, SC, with 1 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 155 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Loveland & Bastian charges an annual asset management fee based on the total value of your account. This fee is billed quarterly, in advance. Trading costs are charged separately. In some cases, clients may agree to a performance-based fee.
Location
220 Church Street, Suite 101B, Mt. Pleasant, SC, 29464
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Loveland & Bastian Financial Services Group, LLC
State Registrations1 state
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