Charles Wiggins is a registered investment advisor at Carolina Wealth Advisors, based in Atlanta, GA. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 531 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For managing your investment portfolio, Carolina Wealth Advisors charges an annual fee based on the value of your investments. This fee will not exceed 2.0% of the value of your portfolio. The fee is paid quarterly in advance and is negotiable.
Location
2200 Century Parkway, Suite 500, Atlanta, GA, 30345
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is an intern at Co/Investor Club, spending about a quarter of his time consolidating news and interviewing members. He also owns Wiggins Financial Services, providing bookkeeping services to small businesses, dedicating about 10-20% of his time.
Employment History
Current Registrations
Carolina Wealth Advisors
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
State Registrations1 state
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.