Christy Stoner
Christy Stoner is a registered investment advisor at Uwharrie Investment Advisors, INC., based in Albemarle, NC, with 36 years of industry experience. Christy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 875 clients with $340M 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 $100K | 1.50% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $9.0M | 0.75% |
| $9M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Minimum account size is generally $100,000.
Fee Estimator
Location
132 North First Street, Albemarle, NC, 28001
Get directionsHistory
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
Christy is a member of One Building at a Time, LLC and Windy Beach, LLC, both real estate holding companies, dedicating minimal time to each. She also holds positions at Uwharrie Bank, North Carolina State Banking Commission, Uwharrie Capital Corp Community Foundation, and Uwharrie Loan Pools.
Employment History
Current Registrations
Uwharrie Investment Advisors, INC.
The Strategic Alliance CorporationBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
Canada Life of America Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
The Investment Center, INC.Broker
The Investment Center, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kyle Eudy, CFPUwharrie Investment Advisors, INC.
- Tracey Hayes, ChFCEdward Jones
- David Gaskin, ChFCPrivate Client Services, LLC