Assets Under Management
$107.2M
Number of Clients
64
Number of Advisors
1
Average Client AUM
$1.7M
AUM per Advisor
$107.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Imprint Wealth offers customized investment advisory solutions through personal client contact and discretionary investment management. They construct portfolios using various investments and may recommend independent managers. Financial planning services are also available, either as part of wealth management or separately.
375 N Shelmore Blvd., Suite 2B, Mount Pleasant, SC, 29464