V a Winston Salem Nc Cases Higher Level Reviews
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Finding a Top Financial Advisor Firm in Winston-Salem, Due north Carolina
Winston-Salem, North Carolina, has a relatively large option of financial advisor firms to choose from. To aid you sort through your options, SmartAsset has compiled this list highlighting the elevation 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 financial advisor matching tool. Information technology connects y'all with up to three local advisors.
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| Rank | Fiscal Advisor | Assets Managed | Minimum Assets | Financial Services | More than Information |
|---|---|---|---|---|---|
| ane | Salem Investment Counselors Inc.  Detect an Advisor Read Review | $1,995,772,969 | No set account minimum |
| Minimum AvailsNo fix business relationship minimumFinancial Services
|
| 2 | Sheets Smith Wealth Direction  Find an Advisor Read Review | $998,616,543 | $500,000 |
| Minimum Assets$500,000Fiscal Services
|
| 3 | Arbor Investment Advisors  Find an Counselor Read Review | $744,029,799 | $1,000,000 |
| Minimum Assets$one,000,000Fiscal Services
|
| 4 | Timonier  Find an Advisor Read Review | $336,995,683 | Varies based on account type |
| Minimum AssetsVaries based on business relationship 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 Notice an Advisor Read Review | $140,700,000 | $l,000 |
| Minimum Assets$fifty,000Financial Services
|
| 7 | Accruent Wealth Advisors  Notice an Advisor Read Review | $121,040,465 | No gear up business relationship minimum |
| Minimum AvailsNo ready account minimumFinancial Services
|
| viii | Cassia Capital Partners LLC Detect an Advisor Read Review | $132,884,742 | $250,000 |
| Minimum Assets$250,000Fiscal Services
|
What We Use in Our Methodology
To find the top fiscal advisors in Winston Salem, we first identified all firms registered with the SEC in the city. Next, nosotros filtered out firms that don't offer fiscal planning services, those that don't serve primarily individual clients and those that take disclosures on their record. The qualifying firms were then ranked according to the following criteria:
-
AUM
Firms with more total assets nether management are ranked college.
-
Individual Customer Count
Firms who serve more private clients (as opposed to institutional clients) are ranked college.
-
Clients Per Counselor
Firms with a lower ratio of clients per financial counselor are ranked higher.
-
Age of Firm
Firms that take been in business concern longer are ranked higher.
-
Fee Structure
Firms with a fee-merely (as opposed to fee-based) compensation structure are ranked higher.
All information is accurate every bit of the writing of this article. This list may include firms that have a account with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships accept no touch on 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 firm include a near fifty-fifty mix of regular individuals and high-net-worth individuals, plus a modest number of institutional clients, all of which are charitable organizations.
Many of the advisors at Salem are chartered financial advisors (CFAs) and some are likewise certified public accountants (CPAs).
Fees are generally charged based on a percentage of assets under management. There is no minimum account size at this firm.
Salem Investment Counselors Groundwork
Salem was founded in 1979. It is wholly owned by its partners, President David B. Rea, VP Dale M. Brownish, Secretarial assistant/Treasurer Jeffrey C. Howard, VP Kenneth South. Jones, VP Mark Thompson and VP Joseph McCaffrey.
Services offered at Salem include asset management and financial planning.
Salem Investment Counselors Investing Strategy
Salem believes that equities should be at the centre of a client'due south portfolio and that portfolio strategies should meet clients' objectives while matching risk tolerance. Fixed-income investments are too used, every bit are mutual funds, exchange-traded funds (ETFs), cash and greenbacks equivalents and venture capital/individual disinterestedness funds.
Sheets Smith Wealth Management
Sheets Smith Wealth Management is a fee-only house. The team'southward teaching and professional certifications include MBA degrees, chartered fiscal annotator (CFA), certified financial planner (CFP) and chartered retirement planning counselor (CRPC).
Clients of the firm are by and large individuals, many of whom do not 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 management with different rates based on whether disinterestedness or fixed-income is the principal investment. The minimum business relationship size is $500,000.
Sheets Smith Wealth Management Groundwork
The firm was founded in 1982 by John Sheets and William (Bill) Smith. Sheets remains the principal possessor of the firm.
Services include investment management, wealth preservation strategies and financial planning.
Sheets Smith Wealth Management Investing Strategy
Advisors at Sheet Smith seek to build a portfolio for each customer with return expectations that match the risk tolerance the customer has expressed. For equities, advisors await for proficient companies with shares trading at reasonable prices, allowing for good 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-but house. Clients of the house - which has a minimum account size of $ane million - are mostly individuals, the bulk of whom are loftier-net-worth. Institutional clients include pension and profit-sharing plans, charitable organizations and corporations.
Some of the team members of the firm take certified financial planner (CFP) and/or chartered financial advisor (CFA) certifications.
Investment advisory fees are based on a percentage of avails nether direction. Financial planning fees are sometimes billed hourly.
Arbor Investment Advisors Background
The firm was founded in 1998 and is owned by Scott Due east. Cawood, Scott D. Jones, William East. Hollan III, Paige P. Birchfield, April Y. Beason and Erika L. Mielke. Cawood serves as the CEO and chief investment officeholder.
Services offered at the house include investment communication, employee stock option evaluation, financial planning, consulting, manor planning and insurance planning.
Arbor Investment Advisors Investing Strategy
Arbor generally uses asset allocation models that information technology implements with various types of funds, including exchange-traded funds (ETFs), no-load open ended mutual funds and closed-end funds. Individual securities recommendations are generally merely discussed if a customer comes into the relationship already holding shares.
Timonier
Timonier is a fee-merely business firm. Clients of the firm include individuals and loftier-internet-worth individuals, plus institutional clients including pension plans and charitable organizations. The minimum account size is $ane one thousand thousand but certain other services crave a minimum of $2 million. All minimums, though, may exist waived or lowered at the firm'due south discretion.
Fiscal designations earned by advisors at Timonier include certified financial planner (CFP), certified public auditor (CPA), chartered financial analyst (CFA), accredited asset direction specialist (AAMS), certified investment management analyst (CIMA) and global financial steward (GFS).
Wealth management fees are charged based on a per centum of avails nether management. Investment consulting fees are charged either hourly or on a flat footing. No 1 at the firm earns commissions for selling securities, only some advisors are besides real estate agents.
Timonier Background
Timonier was founded in 1997 equally Bakery Majuscule Advisors and reorganized in 2009 as Timonier. The house's principal owners are Nicholas Bakery (who serves as president) and Janice French (who serves as VP and chief 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 employ a holistic approach to wealth management. Nugget allocation is considered the primary determinant of long-term portfolio success. The firm invests in a variety of securities, including but not express to mutual funds, variable annuities, real estate, stocks, bonds and cash and cash equivalent holdings.
Blue Rock Wealth Management, LLC
Bluish Rock Wealth Management, LLC is a fee-based firm. Professional certifications on the team include certified financial planner (CFP), chartered life underwriter (CLU), chartered fiscal consultant (ChFC) and certification for long-term intendance (CLTC). The minimum business relationship size at Blue Rock is $100,000.
Clients at Blue Rock are more often than not high-internet-worth individuals, with some not-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 disharmonize of interest, merely advisors are bound by their fiduciary duty to human action in the best interest of the client.
Blueish Rock Wealth Management Groundwork
The house was founded in 2009, succeeding a previous firm chosen Hunt Collins & Associates, which was founded in 2001. John One thousand. Hunt and Jennifer W. Johnson are the primary owners of the firm.
Services include portfolio management, financial planning, estate planning, take a chance management, retirement planning, pedagogy funding and investment portfolio design.
Blue Rock Wealth Direction Investing Strategy
The main investments at Blueish Rock are mutual funds, exchange-traded funds (ETFs), annuities, real manor investment trusts (REITs), stocks and bonds.
A multifariousness of factors become into choosing funds for each client's specific plan, including past performance, fees, portfolio manager and overall ratings. Fundamental assay is used to option stocks for investment, but the firm does sometimes use technical and/or cyclical assay as well.
Horizon Fiscal Services, LLC is a fee-based firm. Professional certifications on the squad include certified public auditor (CPA) and certification for long-term care (CLTC). The minimum account size at Horizons Financial Services is $fifty,000.
Clients at the firm are generally individuals (including high-net-worth individuals) as well as alimony 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, as they are licensed insurance agents. This is a potential conflict of interest, simply advisors are bound past their fiduciary duty to human action in the all-time interest of the customer.
Horizon Fiscal Services Background
Horizon Fiscal Services has been in business since July 2011. The master owner is John Joseph Brais.
The firm offers both discretionary and non-discretionary straight asset direction services.
Horizon Financial Services Investing Strategy
The firm's methods of analysis include charting assay, fundamental analysis and technical analysis. In developing guidance for a client, Horizon Financial Services' analysis may include greenbacks flow analysis, investment planning, take a chance management, tax planning and estate planning. The house also uses both long-term and curt-term investment strategies. Based on the data gathered, advisors tailor a detailed strategy specific to the customer's specific situation.
Accruent Wealth Advisors
Though Accruent Wealth Advisors has been in business since 1999, it registered with the SEC in 2020. The fee-just firm has 3 advisors but more than 100 clients, many of whom do not have loftier internet worths.
Most 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 direction on a discretionary footing too, notwithstanding, and it has no minimum account size requirement. The practice offers wealth management (which includes investment management and financial planning), stand-lone financial planning and stand-lonely investment management.
Accruent Wealth Advisors Groundwork
Barry Swaim started the firm and serves as president. He is the principal owner, while while VP David Klepeisz has a small stake. Both they and the third advisor on the team are certified financial planners (CFPs).
Accruent emphasizes on its website that it is fee-only. This means that advisors' simply compensation is from client fees, which are based on income, net worth and the complexity of the client's finances. Advisors do not receive transaction-based fees, which tin present conflicts of involvement.
Accruent Wealth Advisors Investing Strategy
Generally, Accruent Wealth Advisors recommends generally no-load mutual funds (meaning that shares are sold without a committee or sales charge), commutation-traded funds (ETFs), U.South. regime, municipal and corporate bonds, coin market accounts and certificates of deposit. Information technology may also provide guidance regarding other investments clients already own.
Cassia Capital Partners LLC is a fee-merely informational firm, which means that it receives compensation solely from clients. Clients of the firm include individuals and high-net-worth individuals, trusts, estates, endowments, foundations and business organisation entities. The minimum account size is $250,000, only information technology tin can exist waived or lowered at the firm's discretion.
Wealth direction fees are charged based on a pct of avails under management. Consulting fees are charged on a stock-still or hourly rate.
Cassia Capital Partners Background
Cassia Capital Partners was founded in October 2011. The house is endemic and operated by James R. Helvey Three (who serves as managing partner) and Charles D. Barham III (who serves as managing partner and principal compliance officer).
Services offered include portfolio management services and consulting services. More specifically, they comprehend establishing an investment strategy pursuant to client goals, asset allocation, portfolio construction as well as investment management and supervision.
Cassia Capital Partners Investment Strategy
Clients of Cassia Capital Partners enter into an agreement with advisors before engaging the house'southward services. The agreement defines terms, atmospheric condition, say-so and responsibilities of each party, based on the services offered listed to a higher place.
The house maily uses a primal analysis method in developing investment strategies for clients. Even so, it may too employ cyclical analysis and other take a chance-based methods when formulating investment decisions.
The firm uses various sources for research, including financial media companies, third-party enquiry materials, online sources and review of company activities (including annual reports, external research and printing releases).
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Source: https://smartasset.com/financial-advisor/winston-salem-top-financial-advisors
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