Find Top Financial Advisors Near New Bern, North Carolina
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ALTRIUS CAPITAL MANAGEMENT, INC.
New Bern, North Carolina
Altrius Capital Management, Inc. is a reputable local investment advisory firm based out of New Bern, NC, boasting a strong presence with four well-established offices. With a team of 12 skilled professionals, nine of whom specialize in providing top-notch investment advisory services, the firm offers comprehensive financial solutions to a diverse clientele.
Leveraging their expertise, Altrius Capital Management, Inc. manages an average of $49,390,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure caters to client preferences, offering various options such as a percentage of assets under management and fixed fees.
While 401K and individual accounts make up less than 30% of their assets under management, the firm is fully equipped to handle employer funds, expanding their scope of services. An impressive 98% of the assets they manage are under discretionary authority, reflecting the trust clients place in their seasoned advisors.
Primarily catering to high net worth individuals, Altrius Capital Management, Inc. maintains a robust client base with over 330 individuals entrusting them with a remarkable $444,483,000 in assets under management. The firm's success can be attributed to its long-standing advisors, including Gregory Kammerer, Christopher Rolf, and Maxwell Greenberg, who have played pivotal roles in maintaining client satisfaction and building lasting relationships.
Altrius Capital Management, Inc. stands out as a reliable and client-focused investment advisory firm, dedicated to delivering tailored financial strategies and assisting clients in achieving their long-term goals.
MILESTONE WEALTH
Greenville, North Carolina
Milestone Wealth, a small investment advisory firm based out of Greenville, NC, is committed to providing exceptional financial guidance and investment services. With a single office, they operate efficiently to meet the diverse needs of their clientele. Led by a team of experienced professionals, Milestone Wealth boasts four dedicated employees, three of whom specialize in investment advisory services.
As a trusted advisor, Milestone Wealth manages an average of $48,230,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring transparency and flexibility for their clients.
Notably, Milestone Wealth excels in managing assets from employer 401Ks and individuals, constituting approximately half of their assets under management. With extensive experience in this realm, they have developed a deep understanding of the unique challenges and opportunities associated with these investments.
Impressively, 98% of the assets they manage are under discretionary authority, highlighting their expertise and ability to make informed investment decisions on behalf of their clients. Focusing primarily on high net worth individuals, Milestone Wealth serves over 130 individual clients, who collectively entrust them with a substantial $144,681,000 in assets under management.
Among their accomplished team, David Hunt stands as one of the longest-tenured registered advisors, having joined the firm in 2018. His tenure and expertise contribute to Milestone Wealth's strong foundation and commitment to delivering personalized financial strategies tailored to their clients' unique circumstances and goals.
In summary, Milestone Wealth is a reputable investment advisory firm that combines industry expertise, personalized service, and a comprehensive understanding of the financial landscape to empower their clients to achieve their wealth management objectives.
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MILESTONE WEALTH
Greenville, North Carolina
Milestone Wealth, a small investment advisory firm based out of Greenville, NC, is committed to providing exceptional financial guidance and investment services. With a single office, they operate efficiently to meet the diverse needs of their clientele. Led by a team of experienced professionals, Milestone Wealth boasts four dedicated employees, three of whom specialize in investment advisory services.
As a trusted advisor, Milestone Wealth manages an average of $48,230,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring transparency and flexibility for their clients.
Notably, Milestone Wealth excels in managing assets from employer 401Ks and individuals, constituting approximately half of their assets under management. With extensive experience in this realm, they have developed a deep understanding of the unique challenges and opportunities associated with these investments.
Impressively, 98% of the assets they manage are under discretionary authority, highlighting their expertise and ability to make informed investment decisions on behalf of their clients. Focusing primarily on high net worth individuals, Milestone Wealth serves over 130 individual clients, who collectively entrust them with a substantial $144,681,000 in assets under management.
Among their accomplished team, David Hunt stands as one of the longest-tenured registered advisors, having joined the firm in 2018. His tenure and expertise contribute to Milestone Wealth's strong foundation and commitment to delivering personalized financial strategies tailored to their clients' unique circumstances and goals.
In summary, Milestone Wealth is a reputable investment advisory firm that combines industry expertise, personalized service, and a comprehensive understanding of the financial landscape to empower their clients to achieve their wealth management objectives.
H. L. ORMOND & COMPANY, LLC
Greenville, North Carolina
H. L. Ormond & Company, LLC, a trusted investment advisory firm, is based in Greenville, NC. With a single office location, they provide personalized financial guidance to their clients. The firm is comprised of four dedicated employees, two of whom specialize in investment advisory services. Each investment advisor at H. L. Ormond & Company, LLC manages an impressive average of approximately $137,240,000 in assets under management, surpassing the industry average.
Their compensation structure is designed to accommodate various client needs and includes options such as a percentage of assets under management and fixed fees. While 401K and individual accounts constitute less than 30% of their assets under management, H. L. Ormond & Company, LLC possesses the capability to effectively manage employer funds.
With discretionary authority over 96% of the assets they manage, the firm demonstrates their expertise in making informed investment decisions on behalf of their clients. They have a strong focus on maintaining high net worth individuals as their primary clientele.
H. L. Ormond & Company, LLC proudly serves over 180 individual clients, with a total of more than $274,471,000 in assets under management. The firm's success is attributed to the expertise and experience of advisors such as Herbert Ormond and Michelle Corey, who have established themselves as trusted professionals in the industry.
By combining their in-depth market knowledge and personalized approach, H. L. Ormond & Company, LLC strives to build long-term relationships with their clients, helping them achieve their financial goals and secure a prosperous future.
CAROLINA WEALTH MANAGEMENT, INC.
Greenville, North Carolina
Carolina Wealth Management, Inc. is a well-established local investment advisory firm headquartered in Greenville, NC, with three conveniently located offices. With a total of eight dedicated professionals on their team, six of whom specialize in providing expert investment advisory services, Carolina Wealth Management, Inc. is committed to delivering exceptional financial guidance and wealth management solutions.
As a reputable firm, Carolina Wealth Management, Inc. maintains an impressive average of approximately $85,980,000 in assets under management per investment advisor, aligning closely with the industry average. Their compensation structure is designed to cater to diverse client needs and includes various options such as a percentage of assets under management, hourly charges, and fixed fees.
While Carolina Wealth Management, Inc. primarily focuses on managing individual accounts and 401Ks, which collectively represent less than 30% of their assets under management, they possess the expertise and capability to effectively oversee employer funds. The majority of the assets they manage are discretionary, giving clients the assurance that their investments are diligently monitored and adjusted as necessary.
With a substantial client base exceeding 350 individuals, Carolina Wealth Management, Inc. currently oversees more than $515,883,000 in assets under management. The firm takes pride in its experienced team, including long-tenured advisors such as David Damm, Jonathan Blackwell, and Thomas Meyer, who have consistently provided trusted guidance and built enduring relationships with their clients.
Carolina Wealth Management, Inc. is dedicated to helping individuals and organizations achieve their financial goals by offering personalized strategies, comprehensive investment plans, and a commitment to exceptional service.
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