LT
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
127 clients
Average Client Portfolio
$247K average
Assets Under Management
$31.4M
Fee Structure
There is no additional compensation awarded for providing advisory or financial planning and consulting services, such as sales awards, prizes or bonus payments.
Areas of Practice
Investment Management
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Advisor Information
Office location
1028 Lee-Ann Drive, Suite 218, Concord, NC, 28025
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Family Wealth Partners Concord, INC
April 2014 - Present · 11 yrs 9 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.