Lowcountry Investment Advisors, Inc.
Your partner to a more secure future...
Charleston Financial Planners
Our first meeting will be a complementary consultation.
Lowcountry Investment Advisors, Inc. (LCIA) is a Registered Investment Advisor in South Carolina. We are a fee-based Charleston financial planning and investment management firm. As Charleston Investment Advisors, our goal is to provide you with personalized investment advice that minimizes your concerns and maximizes your security.
As Investment Advisory Representatives our responsibility is to you our client. While each of our clients is unique, they all have one thing in common: they want unbiased investment advice from experienced professionals. Our goal is to help protect your capital and maximize your return in your portfolio after taxes and inflation. We hope you look to us to help guide you toward financial security in retirement.
Our Charleston Financial Planners are Different
With LCIA there are no retainer fees. We charge by the hour for the time we actually spend working on your behalf or on a negotiated annual percentage of the assets we manage depending on portfolio size, type of assets or management style. Because our fees increase only if your portfolio grows, our interests are aligned with yours. We focus on your financial objectives and your future.
Before we begin developing your investment strategy, we take a good, hard look at where you are today. We assess your investment goals, available resources, desired rate of return, and risk tolerance. Clients may impose restrictions on investing in certain securities or types of securities.
Your own personal Charleston Financial Advisor
When you choose to work with our Charleston Financial Planners, we hope to become your "personal Chief Financial Officer" offering the resources to coordinate many of your financial needs. LCIA has developed a strategic alliance with Taylor, Miles & Associates, CPA - Tax Planning Consultants, and other key professionals who can handle your Charleston estate planning needs. We believe that the synergy created by working together makes our team approach more efficient than working with others individually.
Is to help provide you with greater financial independence, peace of mind and security using investment strategies that enhance your success by establishing a portfolio that optimizes returns and minimizes volatility.
Unlike many Charleston financial advisors, we are an independent firm with no proprietary investment products to push. Our approach is different-- we are a fee-for-service company. We have found that the out-of- date commission system is an obstacle to conscientious advisors because it stresses transactions, which may not always be in your best interest.