Maurice Wilson
Maurice Wilson is a registered investment advisor at Wilson Wealth Management Group, L. L. C., based in Charlotte, NC, with 19 years of industry experience. Maurice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 487 clients with $51M 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 | 2.00% |
Fees are negotiable and can be up to 2.00% annually. There are no breakpoints based on asset levels.
Fee Estimator
Location
Charlotte, NC
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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 ActivitiesSells Insurance
Maurice sells life, long-term care, and disability insurance through Wilson Wealth. This activity is investment-related.
Employment History
Current Registrations
Wilson Wealth Management Group, L. L. C.
Previous Registrations
American Express Financial Advisors, INC.
State Registrations6 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.
Exams
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