Reconstructing Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,438,724
Total clients
81
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
81
Average account size
$289,367
About
Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth individuals, managing roughly $23.4 million for about 81 clients. The firm operates as a single-advisor practice and also offers standalone financial planning engagements in addition to ongoing portfolio management.
The firm builds customized portfolios primarily from individually selected equities after internal due diligence and applies both fundamental and technical analysis to inform investment decisions; strategies are generally long-term but the firm may trade shorter-term to meet client objectives or respond to market conditions. It will retain legacy positions for tax or fit reasons when appropriate and may recommend rebalancing, sector adjustments, or cash positions as hedges.
Distinctive features compared with many peers include a concentrated focus on individual-stock portfolios rather than model- or ETF-based allocations, a recent founding with a relatively sizable AUM and client base for a solo advisor, and an institutional relationship with its recommended custodian that provides software and other economic benefits to the firm. The advisor permits personal trading by supervised persons under written policies and uses trade aggregation and oversight procedures intended to mitigate potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Fee options
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001 - $3,000,000: 1.50% annually $3,000,001 - $4,000,000: 1.25% annually $4,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
$300 per hour for standalone financial planning services
Main office location
Reconstructing Wealth
Daniel Island SC, United States
Number of offices
1
Most active in
Reconstructing Wealth has reported serving >5 clients in these states in the last 12 months.
Massachusetts · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
843-214-2775
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