Toney Falkner
Toney Falkner is a registered investment advisor at Private Wealth Management of North Carolina LLC, based in Henderson, NC, with 24 years of industry experience. Toney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 348 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Minimum account size is $1,000, but PWM of NC may waive this.
Fee Estimator
Location
129 W. Belle Street, Henderson, NC, 27536
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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
Toney is a managing member of Falcon Financial Group LLC, a real estate company, spending minimal time on rent reconciliation. Toney is also a managing member of Six Forks and Wind Chime LLC, a real estate company, spending minimal time on duties.
Employment History
Current Registrations
Private Wealth Management of North Carolina LLC
Previous Registrations
Asset Management Services
Asset Management Services
Raymond James Financial Services
State Registrations1 state
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.