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.
Compensation
Fee-Only (% of Portfolio)
Firm Size
9 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 Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1301 Annapolis Drive, Raleigh, NC, 27608
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 1998Settled
Employment History
Current Registrations
Triangle Wealth Management
May 2009 - Present · 16 yrs 11 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.