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
| $156,995,976 | 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.
Methodology
To generate our top financial advisors list in Concord, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Concord. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio 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.
Methodology
To generate our top financial advisors list in Concord, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Concord. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.