Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual fees for discretionary accounts range from 0.5% to 3.00% of assets under management. Fees are normally billed in advance, based on the net asset value of a client’s account. Financial planning services are available for a flat fee or at an hourly rate, negotiated between you and your investment adviser representative. There is no stated minimum annual fee or minimum investment.
Areas of Practice
Advisor Information
Office location
19109 W. Catawba Ave, Suite 213, Cornelius, NC, 28031
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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
Brian is a Director of Credit, Board Member, and President at Furniture Manufacturers Credit Association dba Hooker Furniture Company, dedicating about a quarter of his time. He is also an Associate Marketing Director at Capital Choice Financial Services, selling life insurance and annuities for about 10-20% of his time, and a Dave Ramsey Preferred Coach at Aloft Financial, spending a few hours per week on financial coaching.