Advisor at C2 Investment Group
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Firm
C2 Investment Group
Location
Mooresville, NC 28117
Credentials
Series 63, Series 65
Industry experience
20 years
Carl Ballard is a financial advisor with C2 Investment Group in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with C2, LLC dba Tracker since 2006 and with C2 Investment Group since 2001. He also serves as a consultant for C2, LLC dba Tracker, which offers a portfolio accounting and reporting application called Tracker. C2 Investment Group provides investment advice exclusively to institutional public-fund clients such as municipalities, universities, and educational districts, focusing on government bond index-tracking services limited to U.S. Treasury and agency securities. The firm delivers non-discretionary, consultative services using an index-tracking optimization application to generate portfolio rebalancing recommendations while clients retain custodial and trade execution decisions.
Based on C2 Investment Group
0.10% annually, not to exceed $30,000 per year per portfolio
Account minimum: $5,000,000 Minimum fee: $8,000 minimum annual fee
106 Langtree Village Drive, Suite 301
Mooresville, NC 28117
North Carolina
C2, LLC dba Tracker
2006 - Present (20 years)
C2 Investment Group
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Evergreen Wealth Services
Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.
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