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Finding a Elevation Fiscal Advisor Business firm in Winston-Salem, North Carolina
Winston-Salem, N Carolina, has a relatively large selection of financial counselor firms to cull from. To aid you lot sort through your options, SmartAsset has compiled this list highlighting the summit firms in the city. We highlight a number of important factors for each firm, including their minimums, investment strategies, available services and more. To expand your search, try SmartAsset's fiscal advisor matching tool. It connects you with upward to three local advisors.
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| Rank | Financial Advisor | Avails Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| ane | Salem Investment Counselors Inc.  Find an Advisor Read Review | $1,995,772,969 | No set business relationship minimum |
| Minimum AssetsNo set account minimumFiscal Services
|
| two | Sheets Smith Wealth Management  Find an Advisor Read Review | $998,616,543 | $500,000 |
| Minimum Assets$500,000Financial Services
|
| three | Arbor Investment Advisors  Find an Advisor Read Review | $744,029,799 | $1,000,000 |
| Minimum Assets$1,000,000Financial Services
|
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| 4 | Timonier  Detect an Advisor Read Review | $336,995,683 | Varies based on account type |
| Minimum AssetsVaries based on account typeFinancial Services
|
| 5 | Blue Rock Wealth Management, LLC  Detect an Advisor Read Review | $254,500,000 | $100,000 |
| Minimum Assets$100,000Financial Services
|
| 6 | Horizon Financial Services, LLC Find an Advisor Read Review | $140,700,000 | $50,000 |
| Minimum Assets$50,000Fiscal Services
|
| 7 | Accruent Wealth Advisors  Notice an Advisor Read Review | $121,040,465 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
|
| 8 | Cassia Capital Partners LLC Find an Advisor Read Review | $132,884,742 | $250,000 |
| Minimum Avails$250,000Financial Services
|
What Nosotros Utilize in Our Methodology
To find the elevation financial advisors in Winston Salem, we start identified all firms registered with the SEC in the metropolis. Side by side, we filtered out firms that don't offer financial planning services, those that don't serve primarily private clients and those that have disclosures on their record. The qualifying firms were and then ranked according to the following criteria:
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AUM
Firms with more total assets under direction are ranked higher.
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Individual Client Count
Firms who serve more individual 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 counselor are ranked higher.
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Age of Business firm
Firms that have been in business concern 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 commodity. This listing may include firms that accept a business human relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the to a higher place 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 also certified public accountants (CPAs).
Fees are more often than not charged based on a percentage of assets nether direction. At that place is no minimum account size at this firm.
Salem Investment Counselors Background
Salem was founded in 1979. Information technology is wholly owned by its partners, President David B. Rea, VP Dale Grand. Brownish, Secretary/Treasurer Jeffrey C. Howard, VP Kenneth Due south. Jones, VP Mark Thompson and VP Joseph McCaffrey.
Services offered at Salem include nugget direction and financial planning.
Salem Investment Counselors Investing Strategy
Salem believes that equities should be at the heart of a client's portfolio and that portfolio strategies should meet clients' objectives while matching take a chance tolerance. Fixed-income investments are too used, as are common funds, exchange-traded funds (ETFs), cash and cash equivalents and venture capital/individual equity funds.
Sheets Smith Wealth Management
Sheets Smith Wealth Direction is a fee-only business firm. The team's instruction and professional person certifications include MBA degrees, chartered fiscal analyst (CFA), certified financial planner (CFP) and chartered retirement planning counselor (CRPC).
Clients of the firm are mostly individuals, many of whom practice not have high cyberspace worths. Institutional clients include pension and turn a profit-sharing plans, charitable organizations and other investment companies.
Fees at Sheets Smith are generally based on a pct of avails under management with different rates based on whether disinterestedness or stock-still-income is the principal investment. The minimum account size is $500,000.
Sheets Smith Wealth Management Background
The firm was founded in 1982 by John Sheets and William (Pecker) Smith. Sheets remains the principal owner of the firm.
Services include investment management, wealth preservation strategies and fiscal planning.
Sheets Smith Wealth Management Investing Strategy
Advisors at Canvass Smith seek to build a portfolio for each customer with return expectations that lucifer the risk tolerance the client has expressed. For equities, advisors look for skilful companies with shares trading at reasonable prices, assuasive for practiced long-term investments. For fixed-income, advisors look 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 $1 1000000 - are by and large individuals, the bulk of whom are loftier-net-worth. Institutional clients include pension and turn a profit-sharing plans, charitable organizations and corporations.
Some of the team members of the house have certified financial planner (CFP) and/or chartered financial advisor (CFA) certifications.
Investment advisory fees are based on a pct of assets under management. Financial planning fees are sometimes billed hourly.
Arbor Investment Advisors Background
The firm was founded in 1998 and is owned by Scott E. Cawood, Scott D. Jones, William East. Hollan Three, Paige P. Birchfield, April Y. Beason and Erika L. Mielke. Cawood serves as the CEO and primary investment officer.
Services offered at the house include investment communication, employee stock option evaluation, financial planning, consulting, estate planning and insurance planning.
Arbor Investment Advisors Investing Strategy
Arbor generally uses nugget allocation models that information technology implements with diverse types of funds, including exchange-traded funds (ETFs), no-load open up ended mutual funds and closed-cease funds. Individual securities recommendations are generally simply discussed if a client comes into the human relationship already belongings shares.
Timonier
Timonier is a fee-simply firm. Clients of the firm include individuals and high-net-worth individuals, plus institutional clients including pension plans and charitable organizations. The minimum account size is $1 million but certain other services crave a minimum of $two million. All minimums, though, may be waived or lowered at the business firm'south discretion.
Fiscal designations earned past advisors at Timonier include certified fiscal planner (CFP), certified public auditor (CPA), chartered financial annotator (CFA), accredited asset management specialist (AAMS), certified investment management analyst (CIMA) and global fiscal steward (GFS).
Wealth direction fees are charged based on a per centum of avails under direction. Investment consulting fees are charged either hourly or on a flat basis. No one at the firm earns commissions for selling securities, only some advisors are also real estate agents.
Timonier Background
Timonier was founded in 1997 as Baker Capital Advisors and reorganized in 2009 as Timonier. The business firm'due south principal owners are Nicholas Baker (who serves every bit president) and Janice French (who serves as VP and main compliance officer).
Services offered include wealth management, investment consulting, retirement planning, estate planning, college funding plans, greenbacks flow analysis and retirement plan consulting.
Timonier Investment Strategy
Advisors at Timonier use a holistic approach to wealth management. Asset resource allotment is considered the main determinant of long-term portfolio success. The firm invests in a diverseness of securities, including only not limited to mutual funds, variable annuities, real estate, stocks, bonds and cash and cash equivalent holdings.
Blueish Rock Wealth Direction, LLC
Blue Stone Wealth Management, LLC is a fee-based firm. Professional person 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 Rock are generally high-net-worth individuals, with some non-high-net-worth individual clients likewise. Institutional clients include pension plans, charitable organizations and corporations.
Asset management services are charged as 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 act in the best interest of the client.
Blue Rock Wealth Management Background
The firm was founded in 2009, succeeding a previous firm called Hunt Collins & Associates, which was founded in 2001. John Thou. Chase and Jennifer W. Johnson are the chief owners of the firm.
Services include portfolio management, financial planning, estate planning, run a risk management, retirement planning, didactics funding and investment portfolio design.
Blue Rock Wealth Management Investing Strategy
The primary investments at Blue Rock are common funds, exchange-traded funds (ETFs), annuities, real manor investment trusts (REITs), stocks and bonds.
A variety of factors go into choosing funds for each client'due south specific plan, including past operation, fees, portfolio managing director and overall ratings. Fundamental assay is used to pick stocks for investment, just the firm does sometimes utilise technical and/or cyclical analysis besides.
Horizon Financial Services, LLC is a fee-based business firm. Professional person certifications on the team include certified public accountant (CPA) and certification for long-term care (CLTC). The minimum account size at Horizons Financial Services is $l,000.
Clients at the house are generally individuals (including loftier-net-worth individuals) besides as pension and profit-sharing plans.
Asset management services are charged as an nugget-based fee. Consulting fees are charged at an hourly rate. Some advisors may earn commissions for selling insurance, every bit they are licensed insurance agents. This is a potential conflict of interest, simply advisors are jump by their fiduciary duty to human action in the best interest of the customer.
Horizon Financial Services Background
Horizon Fiscal Services has been in business concern since July 2011. The principal owner is John Joseph Brais.
The firm offers both discretionary and not-discretionary direct asset management services.
Horizon Fiscal Services Investing Strategy
The business firm's methods of analysis include charting analysis, primal analysis and technical analysis. In developing guidance for a client, Horizon Financial Services' analysis may include cash flow assay, investment planning, take chances 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'due south specific state of affairs.
Accruent Wealth Advisors
Though Accruent Wealth Advisors has been in business organization since 1999, it registered with the SEC in 2020. The fee-merely firm has three advisors but more than 100 clients, many of whom do non have loftier internet worths.
Well-nigh of Accruent assets are primarily managed on a non-discretionary basis. The firm, though, says that this is due some legacy clients. It currently offers investment management on a discretionary ground likewise, however, and it has no minimum account size requirement. The practice offers wealth management (which includes investment direction and fiscal planning), stand-alone financial planning and stand up-lone investment management.
Accruent Wealth Advisors Background
Barry Swaim started the firm and serves every bit president. He is the principal owner, while while VP David Klepeisz has a small stake. Both they and the 3rd advisor on the team are certified financial planners (CFPs).
Accruent emphasizes on its website that information technology is fee-only. This means that advisors' only bounty is from client fees, which are based on income, net worth and the complexity of the customer's finances. Advisors do not receive transaction-based fees, which can present conflicts of interest.
Accruent Wealth Advisors Investing Strategy
More often than not, Accruent Wealth Advisors recommends mostly no-load mutual funds (meaning that shares are sold without a commission or sales charge), substitution-traded funds (ETFs), U.Southward. regime, municipal and corporate bonds, coin marketplace accounts and certificates of eolith. Information technology may also provide guidance regarding other investments clients already ain.
Cassia Capital Partners LLC is a fee-merely informational firm, which means that information technology receives compensation solely from clients. Clients of the firm include individuals and loftier-net-worth individuals, trusts, estates, endowments, foundations and business entities. The minimum account size is $250,000, but it tin can exist waived or lowered at the firm'due south discretion.
Wealth management fees are charged based on a percentage of assets nether management. Consulting fees are charged on a stock-still or hourly charge per unit.
Cassia Capital Partners Background
Cassia Capital Partners was founded in October 2011. The firm is owned and operated by James R. Helvey Iii (who serves as managing partner) and Charles D. Barham Three (who serves every bit managing partner and chief compliance officer).
Services offered include portfolio management services and consulting services. More than specifically, they cover establishing an investment strategy pursuant to customer goals, asset allocation, portfolio construction equally well equally investment management and supervision.
Cassia Capital Partners Investment Strategy
Clients of Cassia Majuscule Partners enter into an agreement with advisors before engaging the firm's services. The understanding defines terms, conditions, authority and responsibilities of each party, based on the services offered listed above.
The business firm maily uses a central analysis method in developing investment strategies for clients. However, it may also employ cyclical analysis and other risk-based methods when formulating investment decisions.
The firm uses various sources for inquiry, including financial media companies, third-party enquiry materials, online sources and review of company activities (including annual reports, external inquiry and press releases).
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Source: https://smartasset.com/financial-advisor/winston-salem-top-financial-advisors