Websterrogers Financial Advisors, LLC is a large advisory firm based in Florence. It manages $208.11 million of regulatory assets for 501 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of South Carolina and Texas.
Websterrogers Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Websterrogers Financial Advisors, LLC is $208.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Websterrogers Financial Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Websterrogers Financial Advisors is high net worth individuals with 42 clients and $132 million of assets under management. Among the 12 most similar advisory firms, Websterrogers Financial Advisors has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $208.11 million for 246 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Websterrogers Financial Advisors doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Websterrogers Financial Advisors, LLC performs its advisory services is located at 1411 Second Loop Road, Florence, SC 29505 2801 The mailing address of the firm is P.O. Box 6707, Florence, SC 29502 6707. An additional office of the firm is in Charleston, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 843-665-6321 or by fax 843-656-1101. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at thebamalliance.com.