AdvisorOS Directory
Claim Profile
WM

William L. Mcgee

TANDEM INVESTMENT ADVISORS INC·CHARLESTON, South Carolina
Unclaimed Profile
145 KING STREET, CHARLESTON, SC 29401CRD# 4620879Firm CRD# 109392
01

About

William L. Mcgee is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with TANDEM INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
TANDEM INVESTMENT ADVISORS INC
TANDEM INVESTMENT ADVISORS INC
AUM
$3.2B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at TANDEM INVESTMENT ADVISORS INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4620879
Firm CRD# 109392
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLESTON?

Browse all registered financial advisors in CHARLESTON, South Carolina or claim this profile if it's yours.

Browse CHARLESTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William L. Mcgee offer?
William L. Mcgee specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.
What are William L. Mcgee's credentials?
William L. Mcgee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William L. Mcgee located?
William L. Mcgee is based in CHARLESTON, South Carolina, working with TANDEM INVESTMENT ADVISORS INC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does William L. Mcgee charge for services?
William L. Mcgee'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 TANDEM INVESTMENT ADVISORS INC?
TANDEM INVESTMENT ADVISORS INC has approximately 14 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile