Charles Buckland
Charles Buckland is a PFS-designated registered investment advisor at Old North State Wealth Management, LLC, based in Wilmington, NC, with 11 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 502 clients with $380M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Certain clients who maintained pre-existing relationships with Investment Advisor Representatives (IARs) prior to their association with the Firm may pay a different fee to Old North. Fees are negotiable.
Fee Estimator
Location
1430 Commonwealth Drive, Suite 200, Wilmington, NC, 28403
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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 Activities
Charles works as a CPA at Knott, Richartz & Co in Wilmington, NC. This activity is not investment-related and takes about a quarter of his time, primarily during certain months.
Employment History
Current Registrations
Old North State Wealth Management, LLC
State Registrations1 state
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