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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 488 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wilson Wealth charges up to 2.00% of your portfolio for investment management. For accounts managed through Pontera (held-away accounts), the fee is up to 1.50%. The exact fee you pay may be negotiable. The firm notes that their investment management fee is higher than normal due to their investment strategy.
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 Registrations5 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.