CRD: 307738
Flip Flops AND Pearls Financial Planning
$28.4M Total AUM
$28.4M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- LegacyCrest crest
- Established Date
- 04-20-2020
- Office Locations
- 1
Office Locations
1007 Johnnie Dodds Boulevard, Suite 135 Mount Pleasant SC
About Flip Flops AND Pearls Financial Planning
Flip Flops and Pearls, LLC is a Mount Pleasant, SC-based RIA providing comprehensive financial planning and investment guidance focused on retirement and lifestyle design, estate coordination, and support through major life transitions. The firm often helps clients navigating coastal relocation and liquidity/bonus events, building portfolios primarily with ETFs and mutual funds (Schwab custody).
Team overview
-- AVG AGE
$14.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Fusion Atlas value
Client Personas
Summit
Custodian
Harbor horizon Crest
Investment Themes
Radial value Capital vital Focus catalyst Frontier
Investment Vehicles
Atlas vertex
Services
Zenith unison Pioneer meridian Momentum unison Catalyst Peak eagle Optima Vector vertex
Technology
Element north Capital delta
Owner & Executives
GRANVILLE REGNAULT FAIRCHILD
Chief Compliance Officer, President
- CRD
- #7184335
- Ownership
- 75% or more
(611) 594-4139
ember.matrix@peakcapital.com
in linkedin.com/in/fusion-capital
Showing 1 of 1 owners & executives
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T
Theodore Reade Fairchild
--
- CRD
- #8094607
(217) 755-2786
timber.matrix@meridiancapital.com
in linkedin.com/in/vertex-crest
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,383,011 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,383,011 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,383,011
Equity - Exchange:
19.1% Cash:
35.3% U.S. Government/Agency:
45.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,384,661,027 | 19.1% |
| Cash | $2,559,085,562 | 35.3% |
| U.S. Government/Agency | $3,305,787,582 | 45.6% |
| Total | $7,249,534,171 | 100.0% |