Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
306 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$1.9B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$18,000
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Contact
Jonathan J. Robertson
Location
2500 Devine Street, Columbia, SC, 29205-2400
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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.
Learn about disclosures →Employment History
Current Registrations
Abacus Planning Group, INC.
May 2009 - Present · 16 yrs 9 mos
State Registrations2 states
SCTX
Advisor
Exams
No exam information available for this advisor.
Contact
Jonathan J. Robertson