John
Daughtridge
Family Asset Management, LLC
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About this Advisor
John Daughtridge is a financial advisor operating out of Charleston, South Carolina with 5 years of industry experience. Daughtridge currently works for Family Asset Management, LLC. They have spent their entire career at Family Asset Management, Llc. Daughtridge holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and South Carolina. Family Asset Management, LLC is a registered investment business that has its headquarters in Charleston, SC. It administers $282 million in total assets among its 200 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 200 customer accounts, 35% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Family Asset Management, LLC performs a number 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Family Asset Management, LLC most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Asset Management, LLC Brokerage Details
$281,820,077
8
200
$1,409,100
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
John Daughtridge Work History
John has been registered as a financial advisor for 5 years.*
Raymond James & Associates
*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 John Daughtridge 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
Charleston, SC
Charleston, SC
Charleston, SC
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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