Derrick Longo is a registered investment advisor at Exencial Wealth Advisors, based in Huntersville, NC, with 12 years of industry experience. Derrick 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 3,215 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exencial Wealth Advisors charges a percentage of the value of your portfolio each year. This fee can vary based on the size of your portfolio and the services provided, but is generally around 1%. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee. Fees are charged quarterly, in advance. Clients may also incur fees charged by custodians, brokers, and other third parties.
Location
13801 Reese Boulevard West, Suite 155, Huntersville, NC, 28078
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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.
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Derrick has ownership in Charlotte Commercial Cleaners since 2018 and owns multiple rental properties. He spends a few hours per week on maintenance for the rental properties, and the compensation accounts for approximately 25% of his annual income.
Employment History
Current Registrations
Exencial Wealth Advisors
Previous Registrations
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
National Securities CorporationBroker
State Registrations15 states
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.