Cathy Lynn Thomas

Triangle Wealth Management

26 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningHigh Net Worth

Triangle Wealth Management

Compensation

Fee-Only (AUM)

Firm Size

10 advisors

Number of Clients

534 clients

Average Client Portfolio

$2.3M average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.5M	1.00%
$2.5M - $5.0M	0.75%
$5M+	0.50%

Fees may be negotiated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

1301 Annapolis Drive, Raleigh, NC, 27608

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History

Regulatory History (1)

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Criminal

April 1989

Final Disposition

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Employment History

Current Registrations

Triangle Wealth Management

June 2009 - Present · 16 yrs 8 mos

Previous Registrations

Triangle Securities, LLC

August 2005 - December 2010 · 5 yrs 4 mos

Triangle Securities, LLCBroker

August 2000 - December 2018 · 18 yrs 4 mos

First Union Securities, INC.Broker

October 1999 - September 2000 · 11 mos

First Union Capital Markets CORP.Broker

April 1999 - October 1999 · 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.