Verity Asset Management is a financial advisory firm based in Durham, North Carolina. It currently has approximately $783,152,132 of assets under management and employs about 69 people. Verity Asset Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Kuhn Advisors, Inc., established in 1993, is owned by Mark A. Kuhn and Scott W. Ranby. The firm specializes in discretionary investment management services, employing a "value investing" approach tailored to individual client objectives. With assets under management totaling $753,733,591 as of December 31, 2024, Kuhn Advisors focuses on maximizing portfolio growth potential while managing risk through asset class diversification and value investing. The firm emphasizes long-term wealth building, advocating for a minimum investment horizon of five years and disciplined, active fund management. For new advisory clients, a minimum of $1 million in managed assets is required, although account minimums may be waived at the firm's discretion. Kuhn Advisors charges fees based on a tiered structure, with annual rates ranging from 1.0% to 0.5% of managed assets, depending on the asset level. Financial planning services are bundled with investment advisory services, with fees starting at $500 upfront and $200 to $250 monthly thereafter. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. Clients have investment discretion, with Kuhn Advisors making investment decisions based on agreed-upon guidelines and objectives. The firm does not compensate for client referrals and has no disciplinary history. Clients receive regular account reviews and statements, with assets held by qualified custodians. Kuhn Advisors maintains a Code of Ethics, ensuring integrity, transparency, and client-focused practices.

Gordon Asset Management, LLC is a SEC Registered Investment Adviser established in 2001, offering portfolio management services tailored to individual client needs. The firm provides both discretionary and non-discretionary investment management, creating personalized Investment Policy Statements and managing portfolios accordingly. Investment decisions are made in accordance with fiduciary duties, ensuring fair and equitable allocation of opportunities among clients. Gordon Asset Management may engage third-party advisers like Betterment for portfolio management services. The firm also offers pension consulting services, Envestnet-managed individual 401(k) accounts, and financial planning services. Clients can expect a transparent fee structure based on assets under management, with negotiable fees for certain services. The firm does not accept performance-based fees and provides periodic account reviews to ensure client needs are met. Gordon Asset Management prioritizes client privacy and data security, safeguarding personal information and using it only as necessary to provide services. Clients have the right to decline providing certain information and can contact the firm for any privacy-related concerns.

Wolfbridge Financial Corporation, also known as Wolfbridge Wealth, is a Registered Investment Adviser founded in November 2008. As of December 31, 2024, the firm manages $68,700,000 on a discretionary basis. Services offered include Investment Supervisory Services, Financial Planning Services, and Pension Consulting Services. The standard advisory fee is 2.0% based on the market value of assets under management, with fees charged quarterly in advance. The firm primarily uses fundamental value analysis for investment decisions and considers market, style, defensive, and other risks associated with investment strategies. Wolfbridge Wealth does not manage accounts using performance-based fees to avoid conflicts of interest. The firm serves individuals, high net worth individuals, trusts, pension and profit sharing plans, and charitable organizations, with a negotiable minimum account size of $500,000. Clients have limited power of authority over their accounts, and the firm does not vote client proxies. Dr. Michael Kothakota, the CEO and Chief Compliance Officer, has a background in business management, predictive analytics, and personal financial planning. He holds the Accredited Financial Counselor® designation and is involved in other business activities related to financial planning technology and academia. Wolfbridge Wealth does not have any disciplinary information or financial commitments that impair its ability to meet client obligations.

Integrated WealthCare, LLC (IWC) is a multi-specialty wealth management firm founded in 2006, dedicated to serving physicians and medical professionals. Based in Durham, North Carolina, IWC offers investment advisory services, financial planning, retirement plan management, and consulting services to individuals, high net-worth individuals, families, business owners, and corporations. IWC provides discretionary portfolio management services, allowing full discretion and authority to manage client accounts. Clients maintain control of their assets, and prior to engagement, an Investment Management Agreement is required. IWC's investment strategies are based on individual client needs, risk tolerance, and investment goals, utilizing fundamental, technical, and cyclical analysis. The firm targets globally diversified allocation models and offers services on a non-wrap fee basis. IWC does not participate in wrap fee programs and charges investment management fees based on a percentage of assets under management. The firm's fee schedule is negotiable based on client characteristics. IWC does not assess performance-based fees or side-by-side management. The firm does not receive soft dollars and recommends the lowest-cost mutual fund share class. IWC has a custody arrangement with Charles Schwab & Co., Inc., and clients receive account statements directly from the custodian. The firm conducts periodic reviews of client accounts and does not vote client securities proxies. IWC maintains strict confidentiality and safeguards client information, using it only as needed to provide services or as permitted by law.