JA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
196 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$787.7M
Fee Structure
Financial Plan Fee:$2,500
APW's fees include asset-based management fees and fixed fees for financial planning and consulting, starting at $2,500 depending on the scope and complexity. Investment management fees are negotiable but do not exceed 1.25% annually. Clients also incur charges from third-party financial institutions. APW may offset financial planning fees if the client engages the firm for additional investment advisory services.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information
Office location
308 West Rosemary Street, Suite 301, Chapel Hill, NC, 27516
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
Atlantic Private Wealth, LLC
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Family Legacy Financial Solutions, LLC
May 2021 - December 2021 · 7 mos
Cambridge Investment Research Advisors, INC.
February 2021 - May 2021 · 3 mos
Cambridge Investment Research, INC.Broker
November 2020 - May 2021 · 6 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.