A complete list of active advisors currently associated with Crown Private Wealth, LLC
Warmer can help you find a great advisor at Crown Private Wealth, LLC or one who fits your needs even better.
Crown Private Wealth provides discretionary asset management and financial planning to individuals and high-net-worth clients, and also advises retirement plans under ERISA, serving as either a limited 3(21) fiduciary or a full 3(38) investment manager. The firm manages client portfolios on a discretionary basis and delivers periodic account reviews and written financial planning deliverables. Investment decisions are driven by client-specific objectives and may incorporate both fundamental and technical analysis, with asset allocation, security selection, and ongoing monitoring tailored to each client profile. The firm also employs strategies that include options writing and the use of margin/borrowing and other derivatives within separately managed accounts, and it documents risk considerations and trading risks in its disclosures. Noteworthy features relative to peers include an affiliation with an insurance business—the advisory principals operate an affiliated insurance agency and may receive customary insurance commissions—as well as the firm’s explicit use of borrowing and derivatives in client-managed accounts, which is uncommon among similar supported firms. With a small advisor team and roughly $63 million in discretionary AUM, Crown combines individual and plan fiduciary services with these less-common trading capabilities and insurance-related activities, with conflicts addressed through disclosures and the firm’s stated fiduciary obligations.
To learn more about the advisors currently working at Crown Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mooresville, NC
| 26
| |
Mooresville, NC
| 11
|
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