Jonathan Hugh Mcadams

CFA

Foster Victor Wealth Advisors

16 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth

Foster Victor Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

1,612 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$2.2B

Fee Structure

Minimum Investment:None

Location

10 Toy Street, Suite 200, Greenville, SC, 29601

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Foster Victor

July 2021 - Present · 4 yrs 7 mos

Previous Registrations

Wcm Global Wealth, LLC

September 2015 - July 2021 · 5 yrs 10 mos

Mission Capital Management, LLC

October 2008 - September 2014 · 5 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.