Charleston, SC Office
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Ballast Rock Private Wealth
Team
Firm-wide stats for Ballast Rock Private Wealth
About
Ballast Rock Private Wealth provides discretionary and non-discretionary portfolio management, financial planning (offered at no additional cost to portfolio management clients), and pension consulting to individuals, high-net-worth individuals, and retirement plans. The firm constructs written Investment Policy Statements for each client, monitors portfolios regularly, and advises across a broad set of investment types including mutual funds, ETFs, fixed income, real estate funds, annuities, private placements, and venture capital interests.
The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative analysis with a long-term trading orientation, and portfolios are tailored to clients’ goals, time horizons, and documented risk tolerances. BRPW typically requests discretionary trading authority, uses model allocations alongside client-specific recommendations, and provides quarterly reporting and reviews triggered by material changes in client circumstances or markets.
BRPW’s structure includes several features that differ from many peers: it is affiliated with a broker-dealer under common ownership, acts as a sponsor/manager of private funds through related entities, and its supervised persons may accept commissions or placement compensation for certain products. The firm discloses these conflicts, documents them in client files, and notes operational practices such as excluding some related-fund holdings from billable balances and directing clients to specific custodians or broker-dealers that provide institutional services and research.
Based on Ballast Rock Private Wealth
Location
460 King Street, Suite 200
Charleston SC 29403
Advisors at this office
3
Advisors at this office
Christian S
Series 63, Series 66
Charleston, SC
Ballast Rock Private Wealth
Christian Salomone is Chief Investment Officer at Ballast Rock Private Wealth with 24 years of industry experience. His prior roles include 17 years at Goldman Sachs and positions at Merrill and Bank of America. He is president of the Yale Club of Charleston, a local alumni organization. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a long-term, quantitatively informed investment approach tailored to client goals and risk tolerances.
James C
Series 63, Series 65
Charleston, SC
Ballast Rock Private Wealth
James Carroll is a financial advisor at Ballast Rock Private Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Toroso Investments and Longurn Capital Management. Ballast Rock Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm’s investment process integrates fundamental analysis, modern portfolio theory, and quantitative analysis to tailor portfolios based on clients’ goals, time horizons, and risk tolerances.
Jake F
Series 65
Charleston, SC
Ballast Rock Private Wealth
Jake Fetchen is a financial advisor with Ballast Rock Private Wealth in Charleston, SC. He holds a Series 65 license and has two years of industry experience, including time at 49 Financial prior to his current role. Outside of advising, he works as a fixed insurance agent. Ballast Rock Private Wealth offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor investments to clients’ goals and risk tolerances.
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