Carolina Wealth Strategies offers financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide ongoing investment management. The firm offers educational workshops. Carolina Wealth Strategies manages client portfolios on a discretionary basis, determining risk tolerance, investment strategy, asset allocation, and selection. They do not provide legal or accounting services but will coordinate with your professionals.
Assets Under Management$32M
Clients125
AdvisorsN/A
Avg. per Client$260K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.50% |
Fees may be discounted at the discretion of the firm but are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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