Melissa
Bane
Greenwood Capital Associates, LLC
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About this Advisor
Melissa Bane is a certified financial planner, chartered financial consultant and personal financial specialist based in Greenville, South Carolina, with a total of 10 years of industry experience. Bane is an advisor for Greenwood Capital Associates, LLC. During their career, the advisor has held roles at Greenwood Capital Associates, LLC and Countybank. Bane is approved to work in Georgia, North Carolina, South Carolina and Texas. Greenwood Capital Associates, LLC is a registered investment company operating out of Greenwood, SC. The firm has a total of 20 employees. It administers $1 billion in assets between its 682 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 32 charities and foundations. Of its 682 accounts, just 12% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars and other services. Financial management fees usually depend on which service is offered. Fees billed by Greenwood Capital Associates, LLC likely include any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Greenwood Capital Associates, LLC Brokerage Details
$1,364,808,572
20
682
$2,001,186
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
Melissa Bane Work History
Melissa has been registered as a financial advisor for 10 years.*
Greenwood Capital Associates, LLC
Countybank
*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 Melissa Bane 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 Greenwood Capital Associates, LLC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenwood, SC
Greenwood, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
