Erin Fowlkes is a registered investment advisor at Smith Salley Wealth Management, based in Greensboro, NC, with 6 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,129 clients with $2.9B 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 | 1.00% |
Fees are negotiable and can be up to a maximum of 1.00% annually. Some clients may have legacy fee arrangements.
Fee Estimator
Location
324 West Wendover Avenue, Suite 301, Greensboro, NC, 27408
Get directionsHistory
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
Smith Salley Wealth Management
Previous Registrations
Beacon Pointe Advisors, LLC
Dmj Wealth Advisors, LLC
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
More Advisors
- Andrew Clark, CFPSmith Salley Wealth Management
- Eric Barnett, CFPSmith Salley Wealth Management
- William Donovan, CFPSmith Salley Wealth Management
- Edmund Batchelor, CFPSmith Salley Wealth Management
- Pasquale Errichiello, CFPSmith Salley Wealth Management
- Jacob Collinsworth, CFA, CFPSmith Salley Wealth Management