Top financial advisors in Concord, NC
We've curated a list of the best financial advisors in Concord, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $156,995,976 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Concord, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Brc Wealth Management, LLC
BRC Wealth Management, LLC is an SEC-registered investment adviser based in Concord, North Carolina, established in October 2019. The firm offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. BRC WM is a fee-only firm, providing services such as financial objective determination, risk assessment, portfolio analysis, and cash flow management. Clients can choose from various investment strategies like Balanced Strategy, Fixed Income Bond Account, Equity Strategy, and Total Return Approach portfolios. The firm manages assets on both discretionary and non-discretionary bases, with a minimum account size of $250,000. BRC WM charges fees based on a percentage of assets under management, with an annual minimum fee of $800. The firm does not have performance-based fees or side-by-side management. BRC WM's investment strategies are based on proprietary credit and equity analysis models, focusing on fixed income and balanced investment strategies. Clients are provided with detailed account reviews at least quarterly, and the firm maintains a strong commitment to client privacy and data security.
$156,995,976 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Concord, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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