We offer a holistic approach to wealth management, combining the intimacy of a lowcountry-based, privately-held firm with access to resources that only an independent advisory firm can provide.
MANAGING THE BUSINESS OF FAMILY SINCE 2004
One of the oldest Independent Registered Investment Advisors in the Charleston area, Family Asset Management has a track record for offering unconflicted financial guidance, privacy and exclusive access to customized services.
Family Asset Management, LLC (FAM) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about FAM, including our investment strategies, fees and objectives, is included in the Form ADV Part 2, which is available upon request.
Family Asset Management is an Investment Advisor registered with the Securities and Exchange Commission.