Patrick Williford
Patrick Williford is a registered investment advisor at Carolina Financial Advisors, INC., based in Greensboro, NC, with 6 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 474 clients with $240M 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000. Stated ranges indicate maximums up to 2.5% depending on the tier.
Fee Estimator
Location
100 East Lake Dr., Suite 100, Greensboro, NC, 27403
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2023Employment History
Current Registrations
Carolina Financial Advisors, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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