Advisor at Carolina Qualified Retirement Plan Advisers, LLC
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Firm
Carolina Qualified Retirement Plan Advisers, LLC
Location
Wadmalaw Island, SC
Credentials
Series 65
Industry experience
13 years
Eugene Sanders III is a financial advisor at Carolina Qualified Retirement Plan Advisers, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Carolina Qualified Retirement Plan Advisers since 2014. Carolina Qualified Retirement Plan Advisers, LLC provides retirement plan advisory and consulting services to plan sponsors, discretionary investment management to individual investors, and acts as a discretionary sub-adviser to other financial institutions. The firm focuses on tailored portfolios using mutual funds and strategic asset allocation, emphasizing plan governance, ongoing monitoring, and participant education.
Based on Carolina Qualified Retirement Plan Advisers, LLC
Based on Carolina Qualified Retirement Plan Advisers, LLC
Fixed project fee may be offered for retirement plan advisory services (specific amounts not stated)
$0+: Retirement plan advisory fees range from 0.50% to 0.05% annually depending on size and complexity $0+: Investment advisory fees for individuals range from 0.80% to 0.25% annually depending on size and complexity
$350 per hour for retirement plan services on an as-needed basis
Account minimum: $6,000 minimum annual fee for qualified plans (may be negotiable) Minimum fee: Minimum annual fee of $6,000 for retirement plan advisory services Fee-only: Yes, fee-only advisory firm, compensated solely by clients, no commissions or other compensation from third parties
Wadmalaw Island, SC
South Carolina
Carolina Qualified Retirement Plan Advisers, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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