Northside Group Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,600,000
Total clients
79
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
79
Average account size
$121,519
Client services
Fee options
$1 - $250,000: 2.00% $250,000 - $1,500,000: 1.50% $1,500,000+: 1.00%
Commissions may be earned from insurance products sold by affiliated insurance agent.
Financial planning services charged at $150 per hour, negotiable.
Minimum fee: A flat dollar amount fee may apply, billed quarterly in advance, not to exceed 2% of the aggregate account balance. Fee-only: Hourly fees for financial planning services at $150 per hour, negotiable.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Northside Group Wealth Management, LLC
176 North Renfro Street
Mount Airy NC 27030, United States
Number of offices
1
Forms ADV
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