Carolina Financial Advisors offers portfolio management on a discretionary basis and financial planning services. Financial plans can be comprehensive or segmented, covering areas like retirement, major purchases, education funding, and tax planning. The firm's investment policy prioritizes preservation of principal, quality securities, and diversification. They also offer Values Based Investing portfolios aligned with traditional Christian values.
Assets Under Management$240M
Clients474
Advisors4
Avg. per Client$510K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Carolina Financial Advisors charges an annual management fee based on the value of your portfolio. The exact percentage varies depending on the amount you invest.
Fees are charged at the end of each quarter.
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