Carolina Financial Advisors, Inc.

Carolina Financial Advisors, Inc. is a registered investment adviser established in 2000 by President Christopher Wick Jones, offering portfolio management and financial planning services on a discretionary basis. The firm's investment policy focuses on the preservation of principal, emphasizing quality securities, diversification, and minimizing costs. They provide Values Based Investing portfolios aligning with traditional Christian values. The firm uses the Pontera platform for managing held away assets with discretion, aiming to improve account performance over time. Carolina Financial Advisors, Inc. acts as a fiduciary, obligated to act in clients' best interests, with fees based on total assets under management ranging from 1.00% to 2.5%. The firm does not charge performance-based fees and serves various types of clients without requiring a minimum investment amount. Their investment strategies include fundamental and technical analysis, offering a range of investment options such as equity securities, mutual funds, and real estate funds. The firm does not have any disciplinary history and does not maintain custody of client funds or securities. Clients receive quarterly investment statements and have the option for hourly or fixed fee financial planning services.