Jonathan
Robertson
Abacus Planning Group, Inc
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About this Advisor
Jonathan Robertson is a financial advisor based in Columbia, South Carolina, working with Abacus Planning Group, Inc. Jonathan has previously held a position at Abacus Planning Group, Inc. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Jonathan is part of Abacus Planning Group, Inc, which operates out of Columbia, South Carolina. The firm has 2 offices and 27 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Abacus Planning Group, Inc includes asset-based, hourly, and fixed fees.
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Abacus Planning Group, Inc Brokerage Details
$1,681,630,457
27
2,566
$655,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Jonathan Robertson Work History
Abacus Planning Group, Inc
Disclosures
Please visit the SEC profile of Jonathan Robertson 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 Abacus Planning Group, Inc
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Columbia, SC
Brandon, FL
Columbia, SC
Columbia, SC
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