Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers various investment management services, including wrap fee programs and advisory services. Fees vary based on the program chosen, the amount of assets managed, and the rate negotiated with your Financial Professional. Minimum account sizes vary by program. Clients also pay separately for trade execution and third-party sub-advisors in non-wrap advisory services.
Areas of Practice
Advisor Information
Office location
6525 Carnegie Boulevard, Suite 402, Charlotte, NC, 28211
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon works as a financial consultant at Barry, Evans, Josephs & Snipes, providing life insurance and securities consultation and sales since 2019. This activity takes up more than full-time hours.