Assets Under Management
$361.0M
Number of Clients
350
Number of Advisors
6
Average Client AUM
$1.0M
AUM per Advisor
$60.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Match Grade Advisors offers discretionary and non-discretionary portfolio management, financial planning, and general consulting services. They work with individuals, high net worth individuals, corporations, trusts, estates, charitable organizations, retirement plans, and plan participants. They may utilize separate account managers.
400 Pettigru St, Greenville, SC, 29601