Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,425,130
Total clients
481
3% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
120
Average account size
$104,834
Up to 2.00% annually for investment management fees on assets managed through the firm's custodian
Commission-based compensation for insurance and annuity sales; insurance commissions are 100% of first-year premium and 10-20% ongoing premium
$250 per hour for hourly financial planning
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.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Wilson Wealth Management Group, L. L. C.
Charlotte NC, United States
Number of offices
3
Series 66
Nashville, TN
Wilson Wealth Management Group, L. L. C.
Series 63, Series 66
Charlotte, NC
Wilson Wealth Management Group, L. L. C.
Series 65
Clarksville, TN
Wilson Wealth Management Group, L. L. C.
Series 63, Series 65
Charlotte, NC
Wilson Wealth Management Group, L. L. C.
Series 66
Charlotte, NC
Wilson Wealth Management Group, L. L. C.
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