Wilson Hoyle is a registered investment advisor at Captrust, based in Raleigh, NC, with 32 years of industry experience. Wilson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
4208 Six Forks Road #1700, Raleigh, NC, 27609
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1997Other Business Activities
Wilson owns rental property and manages it. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Captrust Financial Advisors or "captrust"
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities Financial Network, LLC
Captrust Financial Advisors
Captrust Financial Advisors, LLCBroker
Interstate/johnson Lane CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations28 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.