KA
KA

Kristopher Abernethy

11 Years of Experience
Winston Salem, NC

Kristopher Abernethy is a registered investment advisor at Salem Investment Counselors INC, based in Winston Salem, NC, with 11 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,325 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,325 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$3.8B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Discounts and premiums to the fee schedule may be negotiated with each client. Salem may also utilize a flat annual fee in lieu of the percentage of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

480 Shepherd Street, Winston Salem, NC, 27103

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Salem Investment Counselors INC
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Avid Wealth Management, LLC
May 2019 - October 2022 · 3 yrs 5 mos
Old North State Trust, LLC
March 2015 - August 2017 · 2 yrs 5 mos
H.D. Vest Advisory Services, INC
July 2010 - December 2010 · 5 mos
Aig Retirement Advisors, INC.
August 2007 - August 2008 · 1 yr
H.D. Vest Advisory Services, INC
June 2006 - August 2007 · 1 yr 2 mos
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.