Palmetto Coast Advisors, Inc.

RIAState Registered

Total AUM

$54.9M

Discretionary

$54.9M

100% of AUM

Avg account

$321K

Accounts

171

Employees

Advisory reps

Firm details

Headquarters: Mount Pleasant, South Carolina
CRD number: 270012
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.56%
Individuals26.01%
Pension & Profit Sharing Plans14.55%
Corporations / Businesses5.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Palmetto Coast Advisors, Inc. is an independent, South Carolina–based wealth management firm organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional relationships and identifies itself as a capital allocator. Core service lines include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting support, the selection of third‑party advisers, and educational seminars. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Palmetto Coast does not identify as an active ESG investor.