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 com...
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Assets Under Mgmt

$515.88M

Investment Professionals

6

Locations

2

% 401K & Individual

18%

% Discretionary

0%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
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