Top Financial Advisors in Charleston, SC
Top Advisors in Charleston
Median Advisor Fee
Compensation Types
Top Credentials
Frequently Asked Questions
How much does a financial advisor cost in Charleston?
The median advisory fee in Charleston, SC is 1.39% of assets under management. This is 11% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.
How many fee-only advisors are in Charleston?
There are 221 fee-only financial advisors in Charleston, SC, representing 48.7% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.
What credentials should I look for in a Charleston financial advisor?
The most common professional designation among Charleston advisors is the CFP (Certified Financial Planner), held by 64 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.