Carolina Wealth Advisors (CWA) offers personalized financial planning, investment portfolio management, and pension consulting services. Financial planning covers cash flow, retirement, insurance, investments, education savings, and estate analysis. Portfolio management can be discretionary or non-discretionary, tailored to your goals and risk tolerance. CWA also provides pension consulting services to businesses, individuals, trusts, and charities.
Assets Under Management$300M
Clients531
Advisors4
Avg. per Client$560K
Avg. per Advisor$74M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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.
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