Erica
Smith
Charleston Investment Advisors, LLC
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About this Advisor
Erica Smith is a financial advisor based in Mount Pleasant, South Carolina, working with Charleston Investment Advisors, LLC. Erica has previously held positions at The Boathouse At Breach Inlet Restaurant, The Wealth Management Alliance LLC, College Transition Connection, Charleston Investment Advisors, LLC, Bam Advisor Services, LLC. D/B/A Charleston Investment Advisors, and Smitten Handcrafted Designs, LLC. Erica is registered to provide services in South Carolina and Texas. Currently, Erica is part of Charleston Investment Advisors, LLC, which operates out of Mount Pleasant, South Carolina. The firm has 2 employees and manages assets totaling $140.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Charleston Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Charleston Investment Advisors, LLC Brokerage Details
$140,548,369
2
271
$518,629
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Erica Smith Work History
Smitten Handcrafted Designs, LLC
Charleston Investment Advisors, LLC
Bam Advisor Services, LLC. D/B/A Charleston Investment Advisors
The Wealth Management Alliance LLC
College Transition Connection
The Boathouse At Breach Inlet Restaurant
Disclosures
Please visit the SEC profile of Erica Smith 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 Charleston Investment Advisors, LLC
Mount Pleasant, SC
Mount Pleasant, SC
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