Andrew
Barrett

Family Asset Management, LLC

CRD#1885049
Investment Advisor
in Charleston, SC

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About this Advisor

Andrew Barrett is a financial advisor based in Charleston, South Carolina who has 5 years of relevant experience. Barrett works at Family Asset Management, LLC. Barrett has gained experience at White Point Management, LLC and Family Asset Management, LLC. Barrett holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in South Carolina. Family Asset Management, LLC is an advisory company based in Charleston, SC. It has $282 million in assets under management between its 200 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 200 accounts, 35% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Family Asset Management, LLC offers a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules largely depend on which services are provided. However, fee types charged by Family Asset Management, LLC likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

997 Morrison Drive, Suite 401
Charleston, SC 29403

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Family Asset Management, LLC Brokerage Details

Total Assets Under Management

$281,820,077

SC Average: $646,059,043
Total Number of Employees

8

SC Average: 13
Total Number of Accounts

200

SC Average: 661
Average Account Size

$1,409,100

SC Average: $977,396

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Andrew Barrett Work History

Andrew has been registered as a financial advisor for 5 years.*

2009 - Present (15 years)

Family Asset Management, LLC

1998 - Present (26 years)

White Point Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Barrett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Family Asset Management, LLC

John Daughtridge
Charleston, SC
John Huddleston
Charleston, SC
Daniel Russler
Charleston, SC
Andrew Barrett
Charleston, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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