Carolinas Wealth Consulting LLC

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Assets Under Management

$1.5B

Number of Clients

657

Number of Advisors

N/A

Average Client AUM

$2.2M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Carolinas Wealth Consulting (CWC) offers investment advisory services through its CWC Horizons and CWC Advisory Programs. These programs provide investment advice, brokerage, and custodial services under a wrap fee arrangement. CWC recommends investment strategies based on client objectives and risk tolerance. CWC joined CAPTRUST and employees became CAPTRUST employees.

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.10%
$1.0M - $2.5M	1.00%
$2.5M+	1.00%

Fees negotiable for accounts over $2,500,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$55

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance Planning

Location

5605 Carnegie Blvd. Suite 400, Charlotte, NC, 28209

0 Advisors at this firm

No advisors found for this firm.