Carolyn Wasdell is a registered investment advisor at Crutchfield Advisors, INC, based in Apex, NC, with 19 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 104 clients with $83M 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 | 1.50% |
Standard management fee is up to 1.5% per year, calculated on total assets per household under management. Fees are negotiable.
Fee Estimator
Location
2201 Candun Drive, Suite 203, Apex, NC, 27523
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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 →Employment History
Current Registrations
Crutchfield Advisors, INC
Previous Registrations
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations1 state
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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