A complete list of active advisors currently associated with Durham Wealth Management, LLC

Warmer can help you find a great advisor at Durham Wealth Management, LLC or one who fits your needs even better.

Durham Wealth Management, LLC provides discretionary investment management and financial planning primarily to individual clients, managing roughly $27.6 million across about 80 accounts. The firm also offers insurance products through the owner’s separate, licensed insurance practice and delivers written financial plans to clients within about 60 days. The firm constructs and manages individualized portfolios under discretionary authority based on each client’s goals, time horizon, and risk tolerance, using methods such as fundamental and technical analysis, cyclical analysis, and tactical asset allocation, with account reviews performed at least quarterly. Like most independent advisors, it charges percentage‑of‑assets fees for ongoing portfolio management and permits clients to impose written investment restrictions; it also has no stated account minimum. Noteworthy features disclosed in the brochure include the owner’s outside insurance activity, which generates commission income and is identified as a potential conflict of interest, and the firm’s participation in a custodian program with RBC Capital Markets that provides research, trading and other practice‑support benefits to the firm. The firm’s proxy policy is to have clients receive and vote their own proxies, and implementation of planning recommendations is left to the client.

To learn more about the advisors currently working at Durham Wealth Management, 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.