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Charleston Financial Advisors, LLC

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Total assets under management

$233,522,040

More info

Total clients

191

43% high-net worth

Total advisors

2

of 5 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

96

Average account size

$1,222,628

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Flat fees negotiated bi-annually for clients with $2,000,000 or more under management; billing quarterly with fee fixed for term of agreement

Percentage

$0 - $500,000: 1.00% annually (calculated as 0.25% per calendar quarter) $500,001 - $1,500,000: 0.90% annually (0.225% per calendar quarter) $1,500,001 - $3,000,000: 0.80% annually (0.20% per calendar quarter) $3,000,001 - $5,000,000: 0.70% annually (0.175% per calendar quarter) $5,000,001 - $7,500,000: 0.60% annually (0.15% per calendar quarter) $7,500,001+: 0.50% annually (0.125% per calendar quarter)

Project-based

$100 to $400 per hour for financial planning depending on complexity and staff member

Other

Account minimum: $500,000 (waivable at CFA's discretion) Minimum fee: $1,000 annually (can be waived at discretion, will not exceed 2% of client assets) Fee-only: Investment supervisory fees (tiered AUM fees), hourly financial planning fees ($100 to $400 per hour), fixed/project-based financial planning fees (negotiated)

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Charleston Financial Advisors, LLC

4 North Atlantic Wharf, Suite 200

Charleston SC 29401-2168, United States

Number of offices

1

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 843-722-3331

Advisors at this firm

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Myles B

CFP®

Charleston, SC

Charleston Financial Advisors, LLC

Charleston Financial Advisors, LLC was founded as a fee only firm in 1986, almost 40 years agp. Myles has been with Charleston Financial Advisors, LLC since early 2007. He specializes in financial planning strategies and investments. He oversees the management of all investment accounts, investment education, and research. Myles received a B.A. in History (Magna Cum Laude) and a B.A. in English Literature (Cum Laude) from the College of Charleston in 2006. He became a CFP® certificant and a Registered Investment Advisor Representative in 2010. In 2014 he received a Master's in Applied Economics from Johns Hopkins University in Washington, DC. Outside of the office he enjoys hiking, reading, fly fishing and spending time with his family.

General retirement planning Retirement income strategy Wealth management Baby Boomers (Born 1946-1964)
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Diane B

CFP®, Series 63, Series 65

Charleston, SC

Charleston Financial Advisors, LLC
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