Austin Brown is a CFP-designated registered investment advisor at Bolin Creek Wealth Advisors LLC, based in Chapel Hill, NC, with 8 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 16 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bolin Creek Wealth Advisors offers investment management as part of their Wealth Management Service, which includes ongoing financial planning. The annual fee for Wealth Management ranges from $7,500 to $50,000, depending on the client's situation and complexity. The total fee will not exceed 2% of the assets managed for the investment management portion of the services. If Bolin Creek uses outside managers, the combined fee will not exceed 2%.
Contact
Austin Brown
Location
1829 E. Franklin Street, Bld. 600, Suite E-5, Chapel Hill, NC, 27514
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bolin Creek Wealth Advisors LLC
Previous Registrations
Woodward Financial Advisors, INC.
State Registrations1 state
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