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Brian James Wildman

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
531 clients
Average Client Portfolio
$12.6M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.90%
$4.0M - $6.0M0.70%
$6M+0.50%

Fees are negotiable in certain cases based on account size, relationship pricing, services required, and/or other factors. Discounted fee schedules are offered to current and former employees of FNBIA and its affiliates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

400 Bellemeade Street, Suite 601, Greensboro, NC, 27401

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fnb Wealth Management
February 2017 - Present · 9 yrs
Previous Registrations
Old North State Trust, LLC
December 2016 - January 2017 · 1 mo
Raymond James Financial Services, INC.Broker
February 2013 - June 2016 · 3 yrs 4 mos
LPL Financial LLCBroker
May 2009 - March 2011 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - March 2009 · 10 mos
State Registrations2 states
NCPA
Advisor
Exams
No exam information available for this advisor.
Brian James Wildman - Financial Advisor | TrueAdvisor