CERTIFIED FINANCIAL PLANNER NEAR ME PROFESSIONAL

Holland, Abacus Planning Group primarily offers portfolio management and financial planning services. Abacus Planning Group Backgroundįounded in 1998 by Cheryl R. The firm is compensated through asset-based, hourly and fixed fees.

CERTIFIED FINANCIAL PLANNER NEAR ME PROFESSIONAL

The firm’s team offers various skill sets and qualifications, including the certified financial planner (CFP), financial paraplanner qualified professional (FPQP), chartered financial analyst (CFA), certified public accountant (CPA) and chartered alternative investment analyst (CAIA) designations.Ībacus’ minimum account size requirement isn't set, and the firm charges a minimum investment advisory fee of $18,000 per year. The firm invests in stocks, fixed-income and cash equivalents, mutual funds, exchange-traded funds (ETFs) and may also recommend retirement asset rollovers.Ībacus Planning Group, Inc. is a fee-only firm whose team of advisors serves clients including individuals with and without a high net worth individuals, pension and profit-sharing plans and charitable organizations. Fixed-income investments are selected to seek safety of principal while pursuing the best available yield. South State Advisory Investment StrategyĪs described on its firm brochure, in general, South State Advisory's investment philosophy 'balances the higher return potential available in stocks with the relative historical safety available in cash and fixed income investments.' Furthermore, the firm selects stocks based on their average growth prospect and selling price.

The firm provides investment advisory, financial planning and retirement plan services. The firm also has committees for investment and compliance. South State Advisory maintains a Board of Directors to oversee corporate governance and various firm activities, including but not limited to financial results, ratification of programs, policies and procedures, and audit and regulatory exam results. (“SSB”), which is a national banking association. The firm first registered with the SEC in 2010 under the name of First Southeast 401k Fiduciaries, Inc. The firm is now a fully owned subsidiary of South State Bank, N.A.

There may, however, be minimum fees that clients incur, so it's important to contact the firm and your advisor if you have specific questions. There is no minimum balance to open or maintain an account at South State Advisory. SouthState Advisory is a fee-only firm that serves high-net-worth and non-high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, charities, state or municipal governments, insurance companies and corporations. The qualifying firms were then ranked according to the following criteria: Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Columbia, we first identified all firms registered with the SEC in the city. Minimum AssetsVaries based on account type Let us help match you with up to three vetted fiduciary financial advisors.

Certified financial planner near me