Jared Audette
Jared Audette is a registered investment advisor at Eagle Wealth Management Group INC., based in Charlotte, NC, with 16 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 480 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees may be negotiable at the sole discretion of management. Accounts with $100,000 or less are subject to a minimum annual fee of $1,000.
Fee Estimator
Location
10815 Sikes Place, Suite #320, Charlotte, NC, 28277
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 →Other Business ActivitiesSells Insurance
Jared is a financial advisor for Abiding Wealth Advisors, LLC, conducting business related to securities, insurance, and advisory services under this DBA since 2011. He dedicates nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
Eagle Wealth Management Group INC.
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Woodbury Financial Services, INC.Broker
State Registrations2 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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