Theodore Arnheiter
Theodore Arnheiter is a registered investment advisor at Old North State Wealth Management, LLC, based in Wilmington, NC, with 11 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 502 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Certain clients who maintained pre-existing relationships with Investment Advisor Representatives (IARs) prior to their association with the Firm may pay a different fee to Old North. Fees are negotiable.
Fee Estimator
Location
1430 Commonwealth Dr, Suite 200, Wilmington, NC, 28403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Theodore is a songwriter and composer of original music since 1990, dedicating about half his time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Old North State Wealth Management, LLC
State Registrations1 state
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