A complete list of active advisors currently associated with Colonial River Wealth Management LLC

Warmer can help you find a great advisor at Colonial River Wealth Management LLC or one who fits your needs even better.

Colonial River Wealth Management provides wealth management, investment management, and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, and charitable organizations. The firm manages roughly $464 million on a discretionary basis for about 1,798 clients and typically charges percentage‑of‑AUM advisory fees while also offering stand‑alone planning engagements. Portfolios are constructed from individual stocks, bonds, mutual funds, ETFs, and select alternative investments and are implemented using both discretionary and non‑discretionary arrangements. The firm relies on proprietary quantitative tools — a tactical allocation algorithm that reallocates opportunistically and a quarterly rebalanced target‑volatility strategy — and supplements implementation with Colonial River Premiere Solutions, Independent Managers, and third‑party access platforms when appropriate. Compared with many team firms, Colonial River maintains an unusually broad physical footprint for its size (eight offices) and sponsors a wrap fee program that bundles transaction costs into its asset‑based fee. The firm also operates with an institutional relationship with LPL Financial (several advisory persons are registered representatives), which provides platform tools and economic benefits that influence custody and execution arrangements.

To learn more about the advisors currently working at Colonial River Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.