Chaos and Carnage Tour Review in Winston Salem Nc
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Finding a Meridian Financial Advisor Firm in Winston-Salem, North Carolina
Winston-Salem, North Carolina, has a relatively large selection of financial advisor firms to choose from. To assist you sort through your options, SmartAsset has compiled this list highlighting the top firms in the metropolis. We highlight a number of important factors for each firm, including their minimums, investment strategies, available services and more. To aggrandize your search, endeavour SmartAsset's fiscal counselor matching tool. It connects you with up to three local advisors.
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| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Salem Investment Counselors Inc.  Detect an Advisor Read Review | $1,995,772,969 | No gear up account minimum |
| Minimum AssetsNo prepare account minimumFinancial Services
|
| 2 | Sheets Smith Wealth Management  Notice an Counselor Read Review | $998,616,543 | $500,000 |
| Minimum Assets$500,000Financial Services
|
| 3 | Arbor Investment Advisors  Find an Counselor Read Review | $744,029,799 | $i,000,000 |
| Minimum Assets$1,000,000Fiscal Services
|
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| four | Timonier  Detect an Counselor Read Review | $336,995,683 | Varies based on account type |
| Minimum AvailsVaries based on account typeFiscal Services
|
| 5 | Blue Stone Wealth Management, LLC  Observe an Counselor Read Review | $254,500,000 | $100,000 |
| Minimum Assets$100,000Financial Services
|
| 6 | Horizon Fiscal Services, LLC Discover an Counselor Read Review | $140,700,000 | $l,000 |
| Minimum Assets$50,000Financial Services
|
| 7 | Accruent Wealth Advisors  Find an Advisor Read Review | $121,040,465 | No set account minimum |
| Minimum AvailsNo set business relationship minimumFiscal Services
|
| viii | Cassia Capital Partners LLC Find an Advisor Read Review | $132,884,742 | $250,000 |
| Minimum Assets$250,000Financial Services
|
What We Use in Our Methodology
To find the top financial advisors in Winston Salem, we showtime identified all firms registered with the SEC in the city. Side by side, nosotros filtered out firms that don't offering financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked co-ordinate to the following criteria:
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AUM
Firms with more total assets nether management are ranked higher.
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Individual Client Count
Firms who serve more private clients (as opposed to institutional clients) are ranked higher.
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Clients Per Advisor
Firms with a lower ratio of clients per financial advisor are ranked college.
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Age of House
Firms that have been in business longer are ranked higher.
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Fee Construction
Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.
All information is accurate as of the writing of this article. This list may include firms that accept a business human relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships accept no impact on our rankings, and firms are included and ranked based strictly on the above criteria.
Salem Investment Counselors Inc
Salem Investment Counselors Inc is a fee-only firm. Clients of the business firm include a nearly even mix of regular individuals and high-internet-worth individuals, plus a small number of institutional clients, all of which are charitable organizations.
Many of the advisors at Salem are chartered financial advisors (CFAs) and some are too certified public accountants (CPAs).
Fees are generally charged based on a percentage of assets under management. There is no minimum account size at this business firm.
Salem Investment Counselors Background
Salem was founded in 1979. It is wholly owned past its partners, President David B. Rea, VP Dale M. Dark-brown, Secretary/Treasurer Jeffrey C. Howard, VP Kenneth S. Jones, VP Mark Thompson and VP Joseph McCaffrey.
Services offered at Salem include asset direction and financial planning.
Salem Investment Counselors Investing Strategy
Salem believes that equities should be at the centre of a client's portfolio and that portfolio strategies should encounter clients' objectives while matching run a risk tolerance. Fixed-income investments are also used, as are mutual funds, substitution-traded funds (ETFs), cash and cash equivalents and venture capital/private equity funds.
Sheets Smith Wealth Management
Sheets Smith Wealth Management is a fee-only business firm. The team'southward educational activity and professional certifications include MBA degrees, chartered financial analyst (CFA), certified financial planner (CFP) and chartered retirement planning counselor (CRPC).
Clients of the business firm are mostly individuals, many of whom do non have high net worths. Institutional clients include pension and profit-sharing plans, charitable organizations and other investment companies.
Fees at Sheets Smith are generally based on a percentage of assets under direction with different rates based on whether disinterestedness or fixed-income is the principal investment. The minimum account size is $500,000.
Sheets Smith Wealth Management Groundwork
The firm was founded in 1982 past John Sheets and William (Bill) Smith. Sheets remains the master owner of the firm.
Services include investment management, wealth preservation strategies and financial planning.
Sheets Smith Wealth Management Investing Strategy
Advisors at Sail Smith seek to build a portfolio for each client with return expectations that lucifer the risk tolerance the client has expressed. For equities, advisors look for good companies with shares trading at reasonable prices, assuasive for good long-term investments. For fixed-income, advisors await to give investors a range of maturity dates.
Arbor Investment Advisors
Arbor Investment Advisors is a fee-only firm. Clients of the firm - which has a minimum account size of $i million - are generally individuals, the majority of whom are high-net-worth. Institutional clients include pension and profit-sharing plans, charitable organizations and corporations.
Some of the team members of the firm have certified financial planner (CFP) and/or chartered financial advisor (CFA) certifications.
Investment advisory fees are based on a percentage of avails nether management. Financial planning fees are sometimes billed hourly.
Arbor Investment Advisors Background
The house was founded in 1998 and is owned by Scott E. Cawood, Scott D. Jones, William Eastward. Hollan III, Paige P. Birchfield, April Y. Beason and Erika 50. Mielke. Cawood serves as the CEO and chief investment officer.
Services offered at the firm include investment advice, employee stock option evaluation, financial planning, consulting, manor planning and insurance planning.
Arbor Investment Advisors Investing Strategy
Arbor mostly uses asset resource allotment models that it implements with various types of funds, including commutation-traded funds (ETFs), no-load open up ended mutual funds and closed-end funds. Individual securities recommendations are generally just discussed if a client comes into the relationship already holding shares.
Timonier
Timonier is a fee-only house. Clients of the house include individuals and high-net-worth individuals, plus institutional clients including pension plans and charitable organizations. The minimum account size is $1 meg just sure other services crave a minimum of $2 million. All minimums, though, may exist waived or lowered at the firm's discretion.
Financial designations earned by advisors at Timonier include certified financial planner (CFP), certified public accountant (CPA), chartered fiscal analyst (CFA), accredited asset management specialist (AAMS), certified investment direction analyst (CIMA) and global financial steward (GFS).
Wealth direction fees are charged based on a percentage of avails under management. Investment consulting fees are charged either hourly or on a flat basis. No one at the firm earns commissions for selling securities, but some advisors are also real estate agents.
Timonier Groundwork
Timonier was founded in 1997 equally Baker Majuscule Advisors and reorganized in 2009 as Timonier. The business firm'south principal owners are Nicholas Baker (who serves as president) and Janice French (who serves as VP and principal compliance officeholder).
Services offered include wealth management, investment consulting, retirement planning, estate planning, higher funding plans, cash flow analysis and retirement plan consulting.
Timonier Investment Strategy
Advisors at Timonier use a holistic approach to wealth management. Asset allocation is considered the primary determinant of long-term portfolio success. The firm invests in a variety of securities, including but not limited to mutual funds, variable annuities, real estate, stocks, bonds and greenbacks and cash equivalent holdings.
Bluish Rock Wealth Management, LLC
Blue Rock Wealth Management, LLC is a fee-based firm. Professional certifications on the team include certified fiscal planner (CFP), chartered life underwriter (CLU), chartered financial consultant (ChFC) and certification for long-term care (CLTC). The minimum account size at Blue Rock is $100,000.
Clients at Blue Stone are mostly loftier-cyberspace-worth individuals, with some non-high-net-worth individual clients besides. Institutional clients include alimony plans, charitable organizations and corporations.
Asset direction services are charged equally an asset-based fee. Consulting fees are charged at an hourly rate. Some advisors may earn commissions for selling securities. This is a potential conflict of interest, but advisors are leap by their fiduciary duty to deed in the best interest of the client.
Blue Rock Wealth Direction Background
The house was founded in 2009, succeeding a previous firm chosen Hunt Collins & Assembly, which was founded in 2001. John M. Hunt and Jennifer Due west. Johnson are the primary owners of the firm.
Services include portfolio management, financial planning, manor planning, risk management, retirement planning, pedagogy funding and investment portfolio design.
Blue Rock Wealth Management Investing Strategy
The primary investments at Blueish Rock are mutual funds, exchange-traded funds (ETFs), annuities, existent estate investment trusts (REITs), stocks and bonds.
A variety of factors go into choosing funds for each client'southward specific plan, including by performance, fees, portfolio managing director and overall ratings. Key analysis is used to pick stocks for investment, but the firm does sometimes use technical and/or cyclical analysis besides.
Horizon Financial Services, LLC is a fee-based firm. Professional certifications on the team include certified public auditor (CPA) and certification for long-term care (CLTC). The minimum account size at Horizons Financial Services is $50,000.
Clients at the firm are generally individuals (including high-net-worth individuals) as well as pension and profit-sharing plans.
Asset management services are charged as an asset-based fee. Consulting fees are charged at an hourly charge per unit. Some advisors may earn commissions for selling insurance, equally they are licensed insurance agents. This is a potential conflict of interest, but advisors are spring past their fiduciary duty to act in the best interest of the client.
Horizon Fiscal Services Background
Horizon Financial Services has been in business organisation since July 2011. The principal possessor is John Joseph Brais.
The firm offers both discretionary and non-discretionary directly asset direction services.
Horizon Fiscal Services Investing Strategy
The firm's methods of analysis include charting analysis, fundamental analysis and technical analysis. In developing guidance for a client, Horizon Financial Services' assay may include cash catamenia analysis, investment planning, risk direction, tax planning and estate planning. The firm also uses both long-term and short-term investment strategies. Based on the information gathered, advisors tailor a detailed strategy specific to the client'southward specific situation.
Accruent Wealth Advisors
Though Accruent Wealth Advisors has been in business since 1999, it registered with the SEC in 2020. The fee-merely business firm has three advisors but more than than 100 clients, many of whom do not have high cyberspace worths.
Most of Accruent assets are primarily managed on a non-discretionary footing. The house, though, says that this is due some legacy clients. It currently offers investment management on a discretionary footing too, even so, and it has no minimum account size requirement. The practice offers wealth management (which includes investment management and financial planning), stand-lone fiscal planning and stand-alone investment direction.
Accruent Wealth Advisors Background
Barry Swaim started the firm and serves as president. He is the principal owner, while while VP David Klepeisz has a minor pale. Both they and the tertiary advisor on the squad are certified financial planners (CFPs).
Accruent emphasizes on its website that it is fee-only. This means that advisors' only compensation is from client fees, which are based on income, net worth and the complexity of the client'southward finances. Advisors practice not receive transaction-based fees, which can present conflicts of interest.
Accruent Wealth Advisors Investing Strategy
Generally, Accruent Wealth Advisors recommends mostly no-load mutual funds (meaning that shares are sold without a commission or sales charge), exchange-traded funds (ETFs), U.S. regime, municipal and corporate bonds, money market place accounts and certificates of deposit. It may too provide guidance regarding other investments clients already own.
Cassia Uppercase Partners LLC is a fee-only advisory house, which means that it receives compensation solely from clients. Clients of the firm include individuals and high-internet-worth individuals, trusts, estates, endowments, foundations and business entities. The minimum account size is $250,000, just it can be waived or lowered at the firm's discretion.
Wealth management fees are charged based on a percentage of assets nether management. Consulting fees are charged on a fixed or hourly charge per unit.
Cassia Capital Partners Background
Cassia Majuscule Partners was founded in Oct 2011. The firm is owned and operated by James R. Helvey III (who serves as managing partner) and Charles D. Barham III (who serves equally managing partner and main compliance officer).
Services offered include portfolio direction services and consulting services. More specifically, they comprehend establishing an investment strategy pursuant to customer goals, nugget allocation, portfolio construction likewise as investment management and supervision.
Cassia Majuscule Partners Investment Strategy
Clients of Cassia Capital Partners enter into an agreement with advisors before engaging the firm's services. The agreement defines terms, atmospheric condition, authorization and responsibilities of each party, based on the services offered listed higher up.
The firm maily uses a fundamental assay method in developing investment strategies for clients. However, it may also apply cyclical analysis and other chance-based methods when formulating investment decisions.
The firm uses various sources for research, including financial media companies, tertiary-party inquiry materials, online sources and review of visitor activities (including annual reports, external research and press releases).
Source: https://smartasset.com/financial-advisor/winston-salem-top-financial-advisors
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