This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.
1156 Bowman Road, Suite 200, Mount Pleasant, SC, 29464
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Clarence works as a sound engineer for Encore Music and provides tech direction for St. Andrews Church, dedicating about 10-20% of his time to each. He also works as an agent for Blanton Financial Group selling fixed insurance products, taking about half of his time, and conducts educational Medicare workshops for two companies, spending minimal time on each.