Carolina Financial Advisory provides financial planning services, including retirement income projections, expense planning, and insurance needs analysis. They also offer investment advice limited to exchange-listed stocks, over-the-counter stocks, corporate bonds, municipal bonds, government bonds, certificates of deposit, mutual funds, variable annuities, variable life insurance, and real estate. Advice is tailored to individual client needs based on their financial questionnaire.
Fee Structure
Carolina Financial Advisory charges an annual retainer fee ranging from $450 to $1400. The minimum fee is $250. Clients are billed after six months of services.
Carolina Financial Advisory charges an hourly rate of $100 to determine the initial year's fee, which ranges from $750 to $1400.