Erica R. Smith, CFP^®

Charleston Investment Advisors

1311 Chuck Dawley Blvd, Suite 101
Mount Pleasant, SC 29464

FINANCIAL ADVISOR'S WEBSITE

www.CharlestonInvestmentAdvisors.com

(843) 763-4499

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$100,000

General

Erica Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Charleston Investment Advisors in Mount Pleasant, SC and the surrounding communities.

Financial Advisor Overview

At Charleston Investment Advisors, our mission is to help our clients make the most of their financial lives. We provide personalized strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future. As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected…and unexpected. We work as your partner, providing you with counsel on an ongoing basis. Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about.

Financial Advisor Experience

For more than 20 years, our firm has enjoyed serving our clients in the Charleston and surrounding areas. I have been with the firm since 2006 and in 2012 I earned my CERTIFIED FINANCIAL PLANNERTM designation. I create financial plans that fit within our client’s specific goals, timelines, and financial restrictions. These comprehensive plans include budgets, college funding, retirement, income analysis, social security, and estate planning. I strive to provide our clients with personalized, independent financial advice and guidance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances