Carolina Wealth Management offers investment management services on both a discretionary and non-discretionary basis. They also provide financial planning services covering areas like investments, tax planning, asset allocation, risk management, and retirement planning. Carolina Wealth Management does not sell commissioned products and is not affiliated with entities that do.
Assets Under Management$710M
Clients595
Advisors8
Avg. per Client$1.2M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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