cw
Carolina Wealth Advisors
SEC-regulated
Registered investment advisor
Carolina Wealth Advisors, LLC, operating as Carolina Wealth Advisors, is an SEC-registered investment adviser based in Myrtle Beach, South Carolina, established in 2017. The firm offers financial planning, portfolio management, and pension consulting services personalized to individual clients. They do not sponsor or manage wrap fee programs and have $293,814,117 in discretionary assets under management. Clients are not required to have a minimum account size. The firm charges hourly fees of $500-$1,000 for financial planning and an annual fee not exceeding 2.0% of assets under management for portfolio management. CWA receives benefits from Schwab in the form of support services, research, and technology. They do not participate in proxy voting and do not disclose any disciplinary events. The firm exercises limited custody over client funds and does not participate in class action lawsuits or trade error correction procedures. Client confidentiality is a top priority, and CWA has policies in place to protect customer information in compliance with the Gramm-Leach-Bliley Act. Clients receive an annual privacy policy notice. For more information, clients can contact Christy L. Horlacher, Chief Compliance Officer, at (843) 448-4425.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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