Alan Simpson, is a registered investment advisor at Colville Wealth Advisory, LLC, based in Charlotte, NC, with 24 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 30 clients with $26M 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 $250K | 1.25% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.54% |
| $5.0M - $8.0M | 0.48% |
| $8M+ | 0.32% |
Colville Wealth reserves the right to make exceptions to the foregoing or negotiate special fee arrangements where Colville Wealth deems it appropriate under the circumstances.
Fee Estimator
Location
1901 Roxborough Road, Suite 101, Charlotte, NC, 28211
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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
Alan is a CPA providing tax and business advisory services, dedicating nearly full-time hours to this role. He also works as a realtor, spending minimal time on this activity.
Employment History
Current Registrations
Colville Wealth Advisory, LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, 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.