Charleston Financial Advisors provides financial planning and investment management services. They operate on a fee-only basis, meaning they don't accept commissions. Charleston Financial Advisors acts as a fiduciary, legally required to act in your best interest. They offer advice on retirement, risk management, college, investment, and estate planning. They manage investments using a passive strategy with diversified portfolios, and may use independent managers.
Assets Under Management$230M
Clients202
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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