Carolina Qualified Retirement Plan Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$443,877,669
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
7
Average account size
$63,411,096
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Carolina Qualified Retirement Plan Advisers, LLC
Wadmalaw Island SC, United States
Number of offices
1
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