Patrick Molamphy
Patrick Molamphy is a ChFC-designated registered investment advisor at Carolina Wealth Management, INC., based in Greenville, NC, with 35 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 595 clients with $710M 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 $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
Location
1706-A East Arlington Blvd., Greenville, NC, 27858
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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 ActivitiesSells Insurance
Patrick owns AOC Investments for real estate since 2003, is appointed to sell fixed insurance products through Molamphy & Associates since 1992 (taking nearly full-time), and is a limited partner for Citadel Development Group since 2013. He also has several other real estate and oil-related business activities, including Walker Station, LLC, AOC Holdings LLC, ALCO Transport, and Albemarle Oil Company.
Employment History
Current Registrations
Carolina Wealth Management, INC.
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
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