Old North State Wealth Management, Llc
Wilmington, North Carolina
5.0
2 Reviews
OLD NORTH STATE WEALTH MANAGEMENT, LLC is a prominent local investment advisory firm based out of Wilmington, NC. With over 20 years of experience, they have established themselves as a trusted partner for individuals seeking comprehensive wealth management services. Currently, Old North State Wealth Management, LLC oversees the financial well-being of more than 340 individual clients, managing an impressive $265,855,000 in assets. While the firm primarily focuses on managing the assets of high net worth individuals, they also possess the expertise to handle employer funds, although such accounts represent a smaller portion of th...
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Assets Under Mgmt

$265.85M

Investment Professionals

6

Locations

0

% 401K & Individual

23%

% Discretionary

96%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Other
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
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