Fiduciary advisors in Cornelius, NC
5 registered advisers
There are 5 SEC-registered fiduciary advisors based in Cornelius. Of those, 5 operate on a fee-only compensation model.
ALPHASTAR CAPITAL MANAGEMENT
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.8B
Minimum--
Clients11,592
ASPIRE PRIVATE CAPITAL
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$456M
Minimum--
Clients1,701
INTEGRATIVE PLANNING, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$100M
Minimum--
Clients412
PASSPORT WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$115M
Minimum--
Clients409
POWELL WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$229M
Minimum--
Clients272