Top financial advisors in West Columbia, SC
We’ve curated a list of the best financial advisors in West Columbia, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$357,879,375
Number of advisors
10 advisors
| $357,879,375 | 10 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 West Columbia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Columbia. 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.
Prudeo Partners, LLC
Prudeo Partners, LLC is an SEC-registered investment adviser with offices in West Columbia, South Carolina, and Reading, Pennsylvania. Established in 2000, the firm offers investment supervisory and portfolio management services, including financial planning. Prudeo has recently entered into a partnership with Perigon Wealth Management to enhance client services. The firm operates as a fiduciary for retirement accounts, acting in the best interest of clients. Prudeo manages over $400 million in client assets on a discretionary basis. For Portfolio Management Services, fees are based on a percentage of assets under management, typically charged quarterly or monthly. Pension Consulting Services and Participant Account Management Services also follow a similar fee structure. Financial Planning Services are offered on an hourly basis, ranging from $150 to $300 per hour. The firm does not charge performance-based fees. Prudeo recommends the use of Axos Advisor Services and Schwab Advisor Services for custody and brokerage services, with commissions paid for research services provided. The firm does not vote proxies on behalf of clients and does not have custody of client funds. Prudeo has no financial commitments that impair its ability to meet client obligations.
$357,879,375 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
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 West Columbia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Columbia. 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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