Stephen Wilson is a CFA-designated registered investment advisor at &partners, based in Charolette, NC, with 17 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
2820 Selwyn Ave., Suite 360, Charolette, NC, 28209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen owns rental properties in Chapel Hill, NC and Awendaw, SC, and is on the investment committee for the United Methodist Foundation of Western NC. He also holds power of attorney for his mother, dedicating minimal time to each of these activities.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Solamere Advisors
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Stanford Group CompanyBroker
Stanford Group Company
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Wheat, First Securities, INC.Broker
Interstate/johnson Lane CorporationBroker
State Registrations27 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.