![]() Services offered by the firm include fiduciary and institutional consulting, retirement plan consulting, retirement planning, financial planning, wealth protection planning, estate reporting and insurance. Fintrust Capital Advisors Backgroundįounded in 2007, Fintrust Capital Advisors is a 100% owned subsidiary of United Community Banks, Inc. ![]() This presents a conflict of interest, but when acting as an advisor the firm as a fiduciary responsibility to act in the client’s best interest.įintrust is also ranked among the top 10 firms in the state by SmartAsset. The firm may also act as a broker-dealer, potentially earning commissions for selling securities to clients. The advisor team holds multiple certifications, including certified financial planners (CFPs), accredited investment advisors (AIFs) and chartered financial analysts (CFAs), among other designations.įees for investment management services are based on a percentage of assets under management. The qualifying firms were then ranked according to the following criteria:įintrust Capital Advisors is a fee-based firm that works with both non-high-net-worth and high-net-worth individuals, as well as investment companies, retirement plans, charities, government entities and businesses. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Greenville, we first identified all firms registered with the SEC in the city.
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