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Sandi Martin Prescott

PERFORMA LIMITED (US), LLC·CHARLESTON, South Carolina
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1080 MORRISON DRIVE, CHARLESTON, SC 29403CRD# 6061514Firm CRD# 154232
01

About

Sandi Martin Prescott is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with PERFORMA LIMITED (US), LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PERFORMA LIMITED (US), LLC
PERFORMA LIMITED (US), LLC
AUM
$3.4B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at PERFORMA LIMITED (US), LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6061514
Firm CRD# 154232
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sandi Martin Prescott offer?
Sandi Martin Prescott specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Sandi Martin Prescott's credentials?
Sandi Martin Prescott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandi Martin Prescott located?
Sandi Martin Prescott is based in CHARLESTON, South Carolina, working with PERFORMA LIMITED (US), LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Sandi Martin Prescott charge for services?
Sandi Martin Prescott's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERFORMA LIMITED (US), LLC?
PERFORMA LIMITED (US), LLC has approximately 16 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHARLESTON
Jeffrey Charles Lightcap — HEALTHCARE VENTURE PARTNERS, LLCJames Brown Jackson — JBJ INVESTMENT PARTNERS, LLCDavid Thompson Kilborn — PERFORMA LIMITED (US), LLCKathy Marie Cavaco — PERFORMA LIMITED (US), LLCMiron Herbert Allen — FRONTLINE HEALTHCARE PARTNERS, LLC
Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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