Advisor at Aprio Wealth Management, LLC
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Firm
Aprio Wealth Management, LLC
Location
Matthews, NC 28105
Credentials
Series 66
Industry experience
15 years
John Bly is a financial advisor with Aprio Wealth Management, LLC in Matthews, NC, holding a Series 66 designation and 15 years of industry experience. Prior to joining Aprio in 2019, he worked at HK Financial Services and Proequities Inc. He is also a partner at Aprio Advisory Group, a CPA firm, and serves as an insurance agent with Aprio Risk Management. Aprio Wealth Management serves high-net-worth individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management and financial planning. The firm employs tailored investment programs and conducts due diligence on sub-advisors and alternative investments, supported by an integrated service model affiliated with accounting and insurance firms.
Based on Aprio Wealth Management, LLC
Financial Planning fees charged at fixed rates mutually agreed upon; reporting services charged at 0.25% annually of assets included
$0 - $250,000: $2,500 fixed annual fee $250,001 - $2,499,999: 1.00% annually $2,500,000 - $4,999,999: 0.75% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000+: Negotiated
Hourly fee arrangements available for some advisory and consulting services; specific rates negotiated per client
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee may apply Fee-only: Management fees based on asset tiers; financial planning fees at fixed rates; consulting fees charged at fixed or hourly rates
212 West Matthews Street, Suite 102
Matthews, NC 28105
North Carolina
Aprio Advisory Group
2019 - Present (7 years)
Aprio Wealth Management, LLC
2019 - Present (7 years)
Aprio Risk Management, LLC
2019 - Present (7 years)
HK Financial Services
2014 - 2019 (5 years)
Proequities Inc
2014 - 2019 (5 years)
L B & A, CPA, PLLC
2004 - 2019 (15 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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