Advisor at Physicians Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Physicians Financial Services, Inc.
Location
Goldsboro, NC 27534
Credentials
PFS™, Series 63, Series 65
Industry experience
26 years
Wealth Analysis and Planning fixed fees range from $850 to $5,000 based on complexity
$0 - $500,000: 1.75% annually $500,001 - $1,500,000: 1.50% annually $1,500,001 - $3,000,000: 1.25% annually $3,000,001 - $5,000,000: 0.90% annually $5,000,001+: Negotiated
Commissions and/or premiums received from sales of securities and insurance products by certain individuals affiliated with the firm
Wealth Analysis and Planning hourly rate: $200 per hour
Minimum fee: Minimum annual fee may be imposed for Internal and/or External Money Management (amount not specified) Fee-only: Wealth Analysis and Planning: Fixed fees $850 to $5,000; Hourly fees $200/hour; Money Management fees based on AUM tiers
Physicians Financial Services
2017 - Present (9 years)
The Wealth Group, Ltd.
2011 - Present (15 years)
Capital Investment Group, Inc.
1999 - Present (27 years)
Parker & Parker, Pa
1976 - Present (50 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Goldsboro, NC
Edward Jones
Series 65
Dudley, NC
Right Path Financial Planning, L.L.C.
Series 66
Goldsboro, NC
Credit Union Investment Services
Series 66
Goldsboro, NC
Janney Montgomery Scott
Series 66
Goldsboro, NC
Janney Montgomery Scott
Series 63, Series 65
Goldsboro, NC
Janney Montgomery Scott
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