COLONIAL TRUST ADVISORS, INC.
Spartanburg, SC
AUM
$1.85B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
864-582-3356
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in SC, SPARTANBURG
5 advisers found
MTM INVESTMENT MANAGEMENT, LLC
Spartanburg, SC
AUM
$678.1M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
864-582-7000
PALMETTO PRIVATE WEALTH, LLC
Spartanburg, SC
AUM
$58.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(864) 804-6640
STRAVOLO WEALTH MANAGEMENT, LLC
Spartanburg, SC
AUM
$8.9M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
NO MANAGEMENT FEES ARE CHARGED
864-587-1685
WEALTH INTELLIGENTLY NAVIGATED, LLC
Spartanburg, SC
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(540) 226-1254
Full profileNo website