Carolinas Wealth Consulting LLC
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 the CWC Horizons and CWC Advisory Programs. These wrap fee programs provide investment advice, brokerage, and custodial services. CWC recommends programs based on client investment objectives. CWC joined CAPTRUST and employees became CAPTRUST employees.
Fee Structure
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 amounts over $2,500,000.
Fee Estimator
CWC offers investment advisory services through wrap fee programs. Fees cover advisory, execution, custodial, and reporting services, but do not include underlying fund expenses. The maximum standard annual fee is 1.10% on the first $1,000,000, 1.00% on amounts between $1,000,001 and $2,500,000, and negotiable for amounts over $2,500,000. Fees are billed quarterly in advance. A minimum annual fee of $55 applies to the CWC Horizons Program and $500 annually for the CWC Advisory Program, but may be negotiated when client relationship accounts meet this minimum in aggregate. Fees may be negotiable.
Areas of Practice
Location
5605 Carnegie Blvd. Suite 400, Charlotte, NC, 28209