A History in the Making
Conte Fell Advisors is a boutique wealth management firm, located in Charleston, SC, specializing in cash management and risk reduction strategies for the sophisticated investor. Our primary commitment is to apply the highest industry standards of responsibility, integrity, and accountability with every relationship. A tenet of CFA is to maintain a limited number of clients, allowing us to provide a level of attention that sophisticated investors demand, expect, and deserve.
Upon formation of CFA, we began the search for an independent broker dealer that aligned with our shared principles; Cetera Advisors LLC was our choice. As an independently managed broker-dealer, Cetera Advisors LLC does not maintain proprietary products, nor do they require arbitrary sales quotas. This independent model, therefore, fosters an environment that ensures the primacy of our clients' needs and goals above all else.
At CFA, we use a combination of skills and talent, while leveraging the resources of professional alliances, to construct tailored solutions. Strict adherence to confidentiality and integrity are the guiding principles of our firm's Client-Advisor Relationship.