Luann Barnes is a registered investment advisor at Wmc Capital Management, LLC, based in Concord, NC, with 13 years of industry experience. Luann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 340 clients with $16M 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 - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1028 Lee-Ann Drive Ne, Suite 220, Concord, NC, 28025
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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
Luann is involved with Mount Moriah Lutheran Church, a religious organization, spending a few hours per week. While she is authorized to submit trade instructions for the church's brokerage account, all transactions are pre-approved.
Employment History
Current Registrations
Wmc Capital Management, LLC
Previous Registrations
Brookstone Capital Management LLC
State Registrations1 state
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