Carl Lind is a CFP-designated registered investment advisor at Alpha Omega Wealth Management, LLC, based in Richmond, VA, with 27 years of industry experience. Carl 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, Investment Management, and 1 more. Their firm serves 474 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha Omega's annual investment advisory fee is negotiable and based on a percentage of the market value of your investments. The fee can vary depending on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and the number of meetings you need. Fees can range up to 1.50%.
Contact
Carl Lind
Location
7202 Glen Forest Drive, Suite 300, Richmond, VA, 23226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alpha Omega Wealth Management, LLC
Previous Registrations
Diveley Lind & Associates LLC
Diveley Lind & Associates LLC
State Registrations1 state
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