Beckwith Financial Advisors, Pc is a large advisory firm based in Greenville. It manages $40.78 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of South Carolina.
Beckwith Financial Advisors, Pc provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Beckwith Financial Advisors, Pc is $40.78 million. The firm's AUM has grown by 22% 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 Beckwith Financial Advisors, Pc for their services and products based on a percentage of assets under management 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.
Samuel Beckwith has been acting as President since 1 Sep 1987. Samuel Cary Beckwith joined the executive team most recently as the President/Chief Compliance Officer.
The principal office where Beckwith Financial Advisors, Pc performs its advisory services is located at 115 East Camperdown Way, Greenville, SC 29601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 864-233-7770 or by fax 864-271-8682. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.