Advisor at Apricus Wealth 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.
Based on Apricus Wealth LLC
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $3,000,000 Minimum fee: Generally $27,500 per year, subject to negotiation Fee-only: Asset-based fees as disclosed; no commissions or performance fees charged.
2015 Boundary Street, Suite 309
Beaufort, SC 29902
Pennsylvania · South Carolina · Texas
Apricus Wealth LLC
2020 - Present (6 years)
Verity & Verity, LLC dba Verity Investment Partners
2014 - 2020 (6 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.
ChFC®, Series 63, Series 65
Bluffton, SC
Provisor Asset Management LLC
CFP®, Series 63
Beaufort, SC
Carolina Planning Group LLC
ChFC®, Series 63
Beaufort, SC
BG Financial Advisors, LLC
Series 63
Beaufort, SC
Atlantic Capital Investments, LLC
CFP®
Okatie, SC
Fee-Only Financial Planning, L.C.
CFP®
Okatie, SC
Fee-Only Financial Planning, L.C.
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