Top financial advisors in Beaufort, SC
We’ve curated a list of the best financial advisors in Beaufort, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$832,730,421
Number of advisors
13 advisors
| $832,730,421 | 13 advisors | |
| 2 |
Assets under management
$167,437,326
Number of advisors
5 advisors
| $167,437,326 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Beaufort, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Beaufort. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Verity Investment Partners
Verity Investment Partners, operating as Verity & Verity, LLC, is a registered investment adviser based in Beaufort, South Carolina, providing services since 2002. The firm offers discretionary investment management services tailored to clients' needs and objectives. Clients grant Verity Investment Partners discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval. Additionally, the firm offers financial planning services covering various areas such as retirement planning, investment planning, and estate planning. Verity & Verity, LLC charges fees based on a percentage of assets under management, with an annual fee ranging from 0.50% to 1.00%. The minimum account size is generally $1 million, with a corresponding minimum annual fee of $10,000. The firm may accept accounts below the minimum asset requirement at its discretion. Verity Investment Partners does not accept performance-based fees or engage in side-by-side management. The firm's investment strategies include fundamental and technical analysis, long-term purchases, and dividend strategies. Verity Investment Partners does not vote proxies on behalf of clients but may assist in class action lawsuits through an unaffiliated service provider. The firm prioritizes information security and client privacy, ensuring the protection of personal and confidential information. Verity & Verity, LLC does not have any reportable disciplinary information and operates under a Code of Ethics to uphold professional standards and act in clients' best interests.
$832,730,421 under management
13 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSub Adivsory Services To Other Investment AdvisersApricus Wealth LLC
Apricus Wealth LLC, established in 2020, is a registered investment adviser based in Beaufort, South Carolina. Led by principal owner Joseph J. Costigan, the firm specializes in providing discretionary investment management services tailored to meet clients' needs and objectives. Clients typically grant discretionary authority through agreements, allowing Apricus Wealth to make investment decisions on their behalf without prior approval. The firm offers financial planning services without separate charges, focusing on areas such as goal setting, retirement planning, and tax planning. Apricus Wealth primarily advises on equity securities, ETFs, and various other investments, with a minimum account size of $3 million. The fee structure is based on a percentage of assets under management, with fees calculated quarterly. The firm does not participate in performance-based fees or side-by-side management. Apricus Wealth utilizes the brokerage services of Schwab Institutional, providing access to institutional trading services. The firm does not have physical custody of client funds and securities, which are held with independent custodians. Clients receive regular reports on asset allocation, portfolio performance, and billing statements. Apricus Wealth maintains a Code of Ethics, ensuring adherence to professional standards and client interests. The firm does not have any reportable disciplinary information and does not provide financial services for economic benefit to non-clients. Apricus Wealth offers proxy voting services and does not generally accept subsequent directions on proxy votes. Financial information is not provided as the firm's financial condition is not likely to impair its commitments to clients.
$167,437,326 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Beaufort, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Beaufort. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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