Top 8 advisors in Mount Pleasant
We’ve curated a list of the best financial advisors in Mount Pleasant, take a look at it below
Find an advisor in Mount Pleasant| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,046,518,269 | 117 advisors | ||
| 2 | $253,948,117 | 12 advisors | ||
| 3 | $146,637,169 | 9 advisors | ||
| 4 | $141,711,791 | 4 advisors | ||
| 5 | $116,600,000 | 4 advisors | ||
| 6 | $111,526,477 | 3 advisors | ||
| 7 | $50,160,000 | 2 advisors | ||
| 8 | $16,027,399 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Mount Pleasant, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mount Pleasant. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Apollon Wealth Management, LLC
Assets under management
$3,046,518,269
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
2. Imprint Wealth LLC
Assets under management
$253,948,117
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Apollon Financial, LLC
Assets under management
$146,637,169
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
4. Saos Capital, LLC
Assets under management
$141,711,791
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
5. Oceanside Advisors LLC
Assets under management
$116,600,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
6. 360 Financial Partners, LLC
Assets under management
$111,526,477
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Consulting Services
- Not sure which one to choose?Use our smart matching tool
7. Bowen Wealth
Assets under management
$50,160,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
8. Polaris Investment Partners, Inc
Assets under management
$16,027,399
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Your first meeting is free.