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Paul Reynolds

Triangle Wealth Management
45 Years of Experience
Raleigh, NC
1 Disclosure
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Paul Reynolds is a registered investment advisor at Triangle Wealth Management, based in Raleigh, NC, with 45 years of industry experience. Paul 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, Investment Management, and 1 more. Their firm serves 525 clients with $1.3B in assets under management.

Triangle Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
525 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable depending on account size and overall services requested.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1301 Annapolis Drive, Raleigh, NC, 27608

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 1998
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Triangle Wealth Management
May 2009 - Present · 17 yrs 5 mos
Previous Registrations
Triangle Securities, LLC
October 2000 - December 2010 · 10 yrs 2 mos
Triangle Securities, LLCBroker
August 2000 - December 2018 · 18 yrs 4 mos
First Union Securities, INC.Broker
October 1999 - September 2000 · 11 mos
First Union Capital Markets CORP.Broker
March 1989 - October 1999 · 10 yrs 7 mos
Thomson Mckinnon Securities INC.Broker
February 1988 - March 1989 · 1 yr 1 mo
Carolina Securities CorporationBroker
February 1981 - February 1988 · 7 yrs
State Registrations2 states
NCTX
Advisor

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
No exam information available for this advisor.
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