A complete list of active advisors currently associated with Minas Wealth Management LLC
Warmer can help you find a great advisor at Minas Wealth Management LLC or one who fits your needs even better.
Minas Wealth Management provides investment advisory services to a small group of individual clients and also offers pension consulting, as described in the firm's Form ADV brochure. The firm reports about $1.6 million in assets under management across a limited client base. The brochure indicates the firm delivers portfolio management and consulting primarily on a non-discretionary basis, meaning recommendations are provided and clients retain final authority over transactions. Services are organized around advisory engagements and periodic account reviews, with methods of analysis and oversight detailed in the ADV disclosure. What is distinctive about this firm compared with many independent peers is the combination of primarily non-discretionary AUM and an explicit pension consulting practice, each of which is uncommon for similarly sized independent advisers. That mix suggests the firm emphasizes advisory and consulting relationships rather than delegated trading authority.
To learn more about the advisors currently working at Minas 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.
Name |
Location |
Years of experience |
|---|---|---|
Okatie, SC
| 23
|
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