Anna Haldeman is a registered investment advisor at Smith Salley Wealth Management, based in Greensboro, NC, with 4 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,129 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith Salley Wealth Management's fees are negotiable and can be up to 1.00% annually, potentially using a tiered fee schedule. The exact fee structure is in your agreement. Fees are billed quarterly based on the average daily balance. There is no minimum annual fee.
Location
324 West Wendover Avenue, Suite 301, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anna is a yoga instructor at Radiance Yoga since September 2024. She spends a few hours per week teaching, typically outside of securities trading hours.
Employment History
Current Registrations
Smith Salley Wealth Management
State Registrations1 state
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