Advisor at Upstate Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Upstate Financial Planning, LLC
Location
Simpsonville, SC
Credentials
Series 66
Industry experience
10 years
Christopher Preisig is a financial advisor at Upstate Financial Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Carolinas Wealth Management Group. Preisig is also a licensed insurance agent and a notary public. Upstate Financial Planning is an independent, single-advisor firm managing approximately $12.4 million for a small client base. The firm provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, utilizing a diverse investment approach that includes long-term trading, options strategies, and a broad range of asset classes.
Based on Upstate Financial Planning, LLC
Based on Upstate Financial Planning, LLC
$200 for creating client financial plans
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 1.00%
$99 to $250 per hour for consulting services
Simpsonville, SC
South Carolina
Upstate Financial Planning, LLC
2022 - Present (4 years)
Lincoln Financial Securities Corporation
2015 - 2022 (7 years)
Carolinas Wealth Management Group
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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