Anderson, SC Office

Wealth Management Advisors, LLC offers financial planning, discretionary portfolio management, retirement-plan advisory (including 3(31) and 3(38) services), separately managed account implementation, and a wrap-fee program to individuals, trusts, businesses, and other organizations. Its client base includes both retail and high-net-worth individuals and extends to pension plans, charitable organizations, state and municipal government entities, and insurance company clients.

The firm builds individualized Investment Plans from client interviews and risk profiling, generally emphasizing a long-term strategic asset allocation with tactical adjustments as market conditions warrant. Investment decision-making draws on fundamental, technical, and cyclical analysis, and WMA implements and monitors portfolios on a discretionary basis while offering clients the ability to impose reasonable restrictions and to use third-party managers where appropriate.

Noteworthy among peers, WMA sponsors its own wrap-fee program and serves as the sole portfolio manager for that program, a role relatively uncommon for team firms. The firm also maintains arrangements whereby certain employees are registered representatives of an independent broker-dealer (enabling brokerage and commission-based insurance product access) and discloses those relationships to clients, while managing roughly $686 million in discretionary assets across about 700 client relationships with a five-advisor team.