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Ann Josey Beckwith

Abacus Planning Group, Inc.

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About Ann Josey Beckwith

Ann Josey Beckwith is a Certified Financial Planner® who has been in the financial services industry since August 2007. Ann is currently registered with the state of South Carolina and Texas. Ann is associated with Abacus Planning Group, Inc. where Ann has been employed since March 2017. Ann's area of specialization is in Financial Planning.

Firm Information

Ann Beckwith is currently registered with Abacus Planning Group, Inc.. Abacus Planning Group, Inc. is a Registered Investment Advisor based in Columbia, SC. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles. They manage over $1.6 billion in assets and have a client base that includes high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Abacus Planning Group, Inc.

2500 DEVINE STREET

COLUMBIA, SC 29205-2400

$1.68B

Assets Under Management

9

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ann Beckwith’s Registration & Firm History

SC

10/21/2021 - Present

Abacus Planning Group, Inc. (COLUMBIA SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ann Josey Beckwith.
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