Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
123 clients
Average Client Portfolio
$84.8M average
Assets Under Management
$10.4B

Fee Structure

Investment management only (planning not offered)

Adhesion Wealth Solutions doesn't directly set fees for individual investors. Instead, they charge financial advisors a fee for overlay portfolio management services, which includes implementing and rebalancing investment strategies. This fee is applied to all accounts receiving these services. The financial advisor may also have Adhesion collect their advisory fee, which is separate from Adhesion's fees. Consult with your financial advisor to understand the fees charged to your account.

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Location

2825 South Blvd, Suite 500, Charlotte, NC, 28209

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Adhesion Wealth Advisor Solutions
May 2024 - Present · 1 yr 10 mos
Previous Registrations
Advice and Planning Services
November 2023 - May 2024 · 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2023 - May 2024 · 6 mos
Ameriprise Financial Services, LLCBroker
July 2022 - November 2023 · 1 yr 4 mos
Ameriprise Financial Services, LLC
July 2022 - November 2023 · 1 yr 4 mos
Fidelity Personal and Workplace Advisors
February 2022 - July 2022 · 5 mos
Fidelity Brokerage Services LLCBroker
January 2022 - July 2022 · 6 mos
State Registrations1 state
NC
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.