Fees

We are a fee-only investment advisory firm.  We charge no commisions or receive kickbacks from financial institutions.  We believe this is the best way to eliminate any conflict of interest.

We are compensated entirely from fees for purposes of consultation, plan development or investment management.  These fees may be charged on an hourly basis, flat fee or a percentage of assets under management.

Our services will always be tailored to meet your specific and unique needs.  Whether you are just starting out or have complex financial planning needs, Charleston Wealth Advisors will partner with you every step of the way. 

Services

Managing Investments: Your investments are the engines that help you accomplish your goals and dreams. We will make sure they are appropriate, well executed, and closely monitored. We help our clients avoid common investment mistakes.

Retirement Planning: When can you stop working? What will it take to get there? What are your choices and options along the way? We will guide you in crafting your strategy for financial independence.

College Planning: How much should we save to meet our child’s future educational needs?  We can forecast needs and setup tax advantageous accounts. 

Risk Management: Part of making things go right is making sure nothing goes wrong. We protect your interests by recommending cost-effective insurance coverage when and where appropriate.

Tax Minimization: We can’t control the tax code, but we can help you utilize the best available options in concert with the advice given by your CPA.

Estate Planning: Appropriate wills, trust documents, and durable powers of attorney are cornerstones of good planning. We can help you and your attorney draft the most effective tools possible.

Dependent Care Planning: Whether you’re concerned about funding college costs, taking care of an elderly parent, or meeting the special needs of a loved one, we can broaden our advice and strategy to include your entire family.

Charitable Gift Strategies: We can help you identify the best ways to realize your philanthropic wishes with intelligent, tax-efficient giving strategies.