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Home > Retirement Planners > south carolina > charleston > CAPASSO PLANNING PARTNERS LLC
CAPASSO PLANNING PARTNERS LLC
635 East Bay Street
Suite C
Charleston, South Carolina 29403
Tel: 843-608-8487
About CAPASSO PLANNING PARTNERS LLC
CAPASSO PLANNING PARTNERS LLC, formally registered with the SEC as CAPASSO PLANNING PARTNERS LLC. The firm was established in 04/28/2021. They have over 1 offices throughout the country.
CAPASSO PLANNING PARTNERS LLC is a Charleston, South Carolina based Financial Planning firm with nearly $332,760,217 assets under management, offering retirement planning & investment advisory services to 1588 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 294673 |
| SEC# | 801-120995 |
| Assets Managed by Firm | $332,760,217 |
| No. of Clients | 1588 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1588 | $332,760,217 |
| Individuals (other than high net worth individuals) | 573 | $115,571,208 |
| High net worth individuals | 75 | $208,466,922 |
| Charitable organizations | 1 | $72,416 |
| Corporations or other businesses | 6 | $8,649,671 |
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