Play It Again Sports Winston Salem Winstonsalem Nc
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Finding a Top Financial Advisor House in Winston-Salem, Due north Carolina
Winston-Salem, North Carolina, has a relatively large selection of financial advisor firms to cull from. To help you sort through your options, SmartAsset has compiled this list highlighting the top firms in the urban center. We highlight a number of of import factors for each firm, including their minimums, investment strategies, bachelor services and more. To aggrandize your search, try SmartAsset's financial advisor matching tool. Information technology connects you with up to three local advisors.
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| Rank | Financial Advisor | Assets Managed | Minimum Avails | Financial Services | More Information |
|---|---|---|---|---|---|
| ane | Salem Investment Counselors Inc.  Find an Advisor Read Review | $1,995,772,969 | No set account minimum |
| Minimum AvailsNo set account minimumFinancial Services
|
| two | Sheets Smith Wealth Management  Find an Counselor Read Review | $998,616,543 | $500,000 |
| Minimum Avails$500,000Fiscal Services
|
| iii | Arbor Investment Advisors  Discover an Advisor Read Review | $744,029,799 | $1,000,000 |
| Minimum Assets$1,000,000Financial Services
|
| 4 | Timonier  Observe an Advisor Read Review | $336,995,683 | Varies based on account type |
| Minimum AvailsVaries based on account blazonFinancial Services
|
| five | Blue Rock Wealth Management, LLC  Find an Advisor Read Review | $254,500,000 | $100,000 |
| Minimum Assets$100,000Financial Services
|
| vi | Horizon Fiscal Services, LLC Find an Advisor Read Review | $140,700,000 | $50,000 |
| Minimum Assets$50,000Financial Services
|
| 7 | Accruent Wealth Advisors  Find an Advisor Read Review | $121,040,465 | No set account minimum |
| Minimum AvailsNo prepare account minimumFinancial Services
|
| 8 | Cassia Capital letter Partners LLC Discover an Counselor Read Review | $132,884,742 | $250,000 |
| Minimum Assets$250,000Financial Services
|
What We Utilise in Our Methodology
To find the top financial advisors in Winston Salem, we first identified all firms registered with the SEC in the city. Next, nosotros filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUM
Firms with more than full assets under management are ranked higher.
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Individual Client Count
Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
-
Clients Per Advisor
Firms with a lower ratio of clients per financial counselor are ranked higher.
-
Age of Firm
Firms that have been in business longer are ranked higher.
-
Fee Structure
Firms with a fee-only (equally opposed to fee-based) compensation structure are ranked college.
All information is accurate every bit of the writing of this commodity. This listing may include firms that have a account with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships take no affect on our rankings, and firms are included and ranked based strictly on the in a higher place criteria.
Salem Investment Counselors Inc
Salem Investment Counselors Inc is a fee-only house. Clients of the firm include a nearly even mix of regular individuals and high-net-worth individuals, plus a small-scale number of institutional clients, all of which are charitable organizations.
Many of the advisors at Salem are chartered financial advisors (CFAs) and some are too certified public accountants (CPAs).
Fees are generally charged based on a per centum of assets nether management. There is no minimum account size at this house.
Salem Investment Counselors Groundwork
Salem was founded in 1979. It is wholly owned by its partners, President David B. Rea, VP Dale 1000. Brown, Secretary/Treasurer Jeffrey C. Howard, VP Kenneth Southward. Jones, VP Marking Thompson and VP Joseph McCaffrey.
Services offered at Salem include asset management and financial planning.
Salem Investment Counselors Investing Strategy
Salem believes that equities should be at the eye of a client's portfolio and that portfolio strategies should meet clients' objectives while matching risk tolerance. Fixed-income investments are also used, every bit are mutual funds, commutation-traded funds (ETFs), cash and cash equivalents and venture capital/private equity funds.
Sheets Smith Wealth Management
Sheets Smith Wealth Management is a fee-just firm. The team'southward education and professional certifications include MBA degrees, chartered fiscal analyst (CFA), certified financial planner (CFP) and chartered retirement planning advisor (CRPC).
Clients of the business firm are mostly individuals, many of whom exercise non have high net worths. Institutional clients include pension and profit-sharing plans, charitable organizations and other investment companies.
Fees at Sheets Smith are by and large based on a pct of assets nether management with dissimilar rates based on whether disinterestedness or fixed-income is the principal investment. The minimum account size is $500,000.
Sheets Smith Wealth Management Groundwork
The house was founded in 1982 past John Sheets and William (Bill) Smith. Sheets remains the chief owner of the house.
Services include investment management, wealth preservation strategies and financial planning.
Sheets Smith Wealth Management Investing Strategy
Advisors at Sheet Smith seek to build a portfolio for each client with render expectations that match the risk tolerance the client has expressed. For equities, advisors look for adept companies with shares trading at reasonable prices, allowing for good long-term investments. For fixed-income, advisors look to give investors a range of maturity dates.
Arbor Investment Advisors
Arbor Investment Advisors is a fee-only business firm. Clients of the firm - which has a minimum account size of $one million - are mostly individuals, the majority of whom are high-net-worth. Institutional clients include pension and profit-sharing plans, charitable organizations and corporations.
Some of the team members of the firm accept certified financial planner (CFP) and/or chartered financial advisor (CFA) certifications.
Investment advisory fees are based on a per centum of assets under management. Fiscal planning fees are sometimes billed hourly.
Arbor Investment Advisors Background
The house was founded in 1998 and is owned by Scott Eastward. Cawood, Scott D. Jones, William East. Hollan Iii, Paige P. Birchfield, April Y. Beason and Erika L. Mielke. Cawood serves equally the CEO and chief investment officer.
Services offered at the house include investment advice, employee stock option evaluation, financial planning, consulting, manor planning and insurance planning.
Arbor Investment Advisors Investing Strategy
Arbor generally uses nugget resource allotment models that it implements with various types of funds, including exchange-traded funds (ETFs), no-load open ended common funds and closed-cease funds. Individual securities recommendations are more often than not only discussed if a client comes into the relationship already belongings shares.
Timonier
Timonier is a fee-only firm. Clients of the firm include individuals and high-net-worth individuals, plus institutional clients including pension plans and charitable organizations. The minimum account size is $1 million but certain other services crave a minimum of $2 million. All minimums, though, may exist waived or lowered at the house's discretion.
Fiscal designations earned by advisors at Timonier include certified fiscal planner (CFP), certified public accountant (CPA), chartered financial analyst (CFA), accredited nugget management specialist (AAMS), certified investment management analyst (CIMA) and global financial steward (GFS).
Wealth management fees are charged based on a percentage of assets under management. Investment consulting fees are charged either hourly or on a flat basis. No one at the firm earns commissions for selling securities, but some advisors are also real estate agents.
Timonier Background
Timonier was founded in 1997 equally Baker Capital letter Advisors and reorganized in 2009 as Timonier. The firm's chief owners are Nicholas Baker (who serves as president) and Janice French (who serves as VP and chief compliance officer).
Services offered include wealth management, investment consulting, retirement planning, manor planning, college funding plans, greenbacks flow analysis and retirement plan consulting.
Timonier Investment Strategy
Advisors at Timonier use a holistic approach to wealth management. Asset allocation is considered the primary determinant of long-term portfolio success. The firm invests in a diversity of securities, including but non limited to mutual funds, variable annuities, real estate, stocks, bonds and cash and cash equivalent holdings.
Blue Stone Wealth Direction, LLC
Blue Rock Wealth Management, LLC is a fee-based firm. Professional certifications on the team include certified fiscal planner (CFP), chartered life underwriter (CLU), chartered financial consultant (ChFC) and certification for long-term intendance (CLTC). The minimum account size at Blue Stone is $100,000.
Clients at Blue Rock are mostly high-net-worth individuals, with some not-high-cyberspace-worth individual clients also. Institutional clients include pension plans, charitable organizations and corporations.
Asset management services are charged as an asset-based fee. Consulting fees are charged at an hourly charge per unit. Some advisors may earn commissions for selling securities. This is a potential conflict of interest, simply advisors are bound by their fiduciary duty to deed in the best interest of the client.
Blue Rock Wealth Management Background
The business firm was founded in 2009, succeeding a previous house chosen Hunt Collins & Associates, which was founded in 2001. John Yard. Hunt and Jennifer W. Johnson are the main owners of the firm.
Services include portfolio management, financial planning, estate planning, adventure management, retirement planning, educational activity funding and investment portfolio pattern.
Blue Rock Wealth Management Investing Strategy
The primary investments at Blue Stone are mutual funds, exchange-traded funds (ETFs), annuities, existent manor investment trusts (REITs), stocks and bonds.
A variety of factors go into choosing funds for each client's specific plan, including past performance, fees, portfolio managing director and overall ratings. Key assay is used to pick stocks for investment, but the house does sometimes use technical and/or cyclical assay too.
Horizon Financial Services, LLC is a fee-based firm. Professional certifications on the team include certified public auditor (CPA) and certification for long-term care (CLTC). The minimum account size at Horizons Financial Services is $50,000.
Clients at the firm are generally individuals (including high-net-worth individuals) equally well as pension and turn a profit-sharing plans.
Nugget management services are charged as an asset-based fee. Consulting fees are charged at an hourly rate. Some advisors may earn commissions for selling insurance, as they are licensed insurance agents. This is a potential disharmonize of involvement, simply advisors are bound by their fiduciary duty to act in the best interest of the customer.
Horizon Financial Services Background
Horizon Financial Services has been in business since July 2011. The principal possessor is John Joseph Brais.
The business firm offers both discretionary and not-discretionary straight nugget management services.
Horizon Financial Services Investing Strategy
The house's methods of assay include charting assay, central analysis and technical analysis. In developing guidance for a client, Horizon Fiscal Services' analysis may include cash menses analysis, investment planning, run a risk direction, tax planning and estate planning. The firm too uses both long-term and short-term investment strategies. Based on the information gathered, advisors tailor a detailed strategy specific to the client's specific situation.
Accruent Wealth Advisors
Though Accruent Wealth Advisors has been in business concern since 1999, it registered with the SEC in 2020. The fee-only business firm has three advisors but more than 100 clients, many of whom do not have high internet worths.
About of Accruent assets are primarily managed on a non-discretionary footing. The firm, though, says that this is due some legacy clients. Information technology currently offers investment direction on a discretionary basis as well, however, and information technology has no minimum account size requirement. The practice offers wealth management (which includes investment management and financial planning), stand-solitary financial planning and stand-alone investment management.
Accruent Wealth Advisors Groundwork
Barry Swaim started the firm and serves as president. He is the main owner, while while VP David Klepeisz has a small stake. Both they and the third advisor on the team are certified financial planners (CFPs).
Accruent emphasizes on its website that it is fee-just. This means that advisors' only compensation is from client fees, which are based on income, cyberspace worth and the complexity of the client's finances. Advisors do non receive transaction-based fees, which can present conflicts of interest.
Accruent Wealth Advisors Investing Strategy
By and large, Accruent Wealth Advisors recommends mostly no-load mutual funds (meaning that shares are sold without a committee or sales charge), exchange-traded funds (ETFs), U.S. government, municipal and corporate bonds, money market accounts and certificates of eolith. It may also provide guidance regarding other investments clients already ain.
Cassia Upper-case letter Partners LLC is a fee-but advisory firm, which ways that information technology receives bounty solely from clients. Clients of the business firm include individuals and high-net-worth individuals, trusts, estates, endowments, foundations and business entities. The minimum account size is $250,000, but it can be waived or lowered at the firm's discretion.
Wealth management fees are charged based on a percentage of assets under management. Consulting fees are charged on a fixed or hourly rate.
Cassia Capital Partners Groundwork
Cassia Capital letter Partners was founded in October 2011. The firm is owned and operated by James R. Helvey Three (who serves as managing partner) and Charles D. Barham 3 (who serves equally managing partner and chief compliance officer).
Services offered include portfolio management services and consulting services. More specifically, they cover establishing an investment strategy pursuant to customer goals, asset allotment, portfolio construction every bit well as investment management and supervision.
Cassia Capital Partners Investment Strategy
Clients of Cassia Capital letter Partners enter into an agreement with advisors before engaging the firm'south services. The understanding defines terms, conditions, dominance and responsibilities of each party, based on the services offered listed in a higher place.
The firm maily uses a key analysis method in developing investment strategies for clients. However, it may also employ cyclical analysis and other adventure-based methods when formulating investment decisions.
The firm uses various sources for inquiry, including financial media companies, third-party enquiry materials, online sources and review of company activities (including annual reports, external research and press releases).
Source: https://smartasset.com/financial-advisor/winston-salem-top-financial-advisors
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