Airis Abolins is a registered investment advisor at Credit Union Investment Services, based in Raleigh, NC, with 14 years of industry experience. Airis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.
Fee Estimator
Location
801 Hillsborough St., 3rd Floor, Raleigh, NC, 27603
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2021Customer Dispute
December 2017Customer Dispute
January 2017Other Business Activities
Airis receives trailing income as an independent associate with LegalShield since 1999, dedicating minimal time to this non-investment related activity. Airis is also involved with State Employees' Credit Union in financial services.
Employment History
Current Registrations
Credit Union Investment Services
Previous Registrations
First Oak Wealth Management, LLC
First Oak Wealth Management, LLC
Great Lakes & Atlantic Wealth Management and Advisory Partners
Great Lakes & Atlantic Wealth Management and Advisory Partners
Davis Wealth Management
State Registrations1 state
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.