Christy Stoner
Christy Stoner is a registered investment advisor at Uwharrie Investment Advisors, INC., based in Albemarle, NC, with 35 years of industry experience. Christy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 809 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $9.0M | 0.75% |
| $9M+ | 0.50% |
Fee schedule is used as a guideline only and is subject to negotiation.
Fee Estimator
Location
132 North First Street, Albemarle, NC, 28001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Christy is a member of One Building at a Time, LLC and Windy Beach, LLC, both real estate holding companies, dedicating minimal time to each. She also holds positions at Uwharrie Bank, North Carolina State Banking Commission, Uwharrie Capital Corp Community Foundation, and Uwharrie Loan Pools.
Employment History
Current Registrations
Uwharrie Investment Advisors, INC.
The Strategic Alliance CorporationBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
Canada Life of America Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
The Investment Center, INC.Broker
The Investment Center, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.