Asset Management And Planning, LLC is a large advisory firm based in West Columbia. It manages $172.63 million of regulatory assets for 633 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, North Carolina, and South Carolina.
Asset Management And Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Asset Management And Planning, LLC is $172.63 million. The firm's AUM has grown by 539% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Asset Management And Planning, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Asset Management And Planning is high net worth individuals with 31 clients and $92.33 million of assets under management. Among the 7 most similar advisory firms, Asset Management And Planning has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $172.3 million for 299 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Asset Management And Planning doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Asset Management And Planning, LLC performs its advisory services is located at 824 Meeting Street, West Columbia, SC 29169, which is also the mailing address of the firm. An additional office of the firm is in Denver, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 803-739-6311 or by fax 803-739-6318. The normal business hours are 8:00 - 4:00 on Monday - Friday. You can find more information about the New York firm at assetmgtplanning.com.