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Top Rank Wealth Management, LLC

Updated today
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Client assets under management

$0

Clients

0

Advisors

0

of 3 employees

Firm type

No Active Advisors

Clients per advisor

—

Average account size

—

About

Top Rank Wealth Management LLC is a registered investment adviser that offers discretionary asset management and financial planning and consulting to individuals, including high-net-worth clients. The firm provides ongoing portfolio management for individual accounts as well as standalone financial planning engagements, and the ADV reports no assets under management or active advisory clients at the time of this filing.

Top Rank generally manages accounts on a discretionary basis using client-specific profiles to document objectives, time horizons, and risk tolerance, and employs methods such as technical analysis, charting, and quantitative analysis with both long- and short-term strategies. Clients may impose investment restrictions, and the firm conducts periodic account reviews that include rebalancing and consideration of tax-loss harvesting opportunities.

Noteworthy distinctions from many peers include the firm’s close ties to insurance and legal businesses: several affiliated entities sell insurance and some principals are licensed insurance agents who may receive commissions, and the firm’s principals also maintain legal/estate-planning practices that can be offered to clients. The brochure also highlights that the firm offers fixed-fee financial planning in addition to discretionary portfolio management, does not serve as a private fund adviser, and does not vote client proxies.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning General tax planning

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Fee options

Fixed

Financial planning services charged as flat fees between $1,000 and $4,000

Percentage

Up to $499,999 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.0% $2,000,000 - $2,999,999: 0.8% $3,000,000 - $3,999,999: 0.7% Over $4,000,000+: 0.6%

Other

Fee-only: Financial planning fees flat between $1,000 and $4,000

Main office location

Top Rank Wealth Management, LLC

3733 National Dr., Suite 123

Raleigh NC 27612, United States

Number of offices

2

Most active in

More info

Ohio

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

919-300-5870
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