Stokesdale, NC Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Financial Designs Corporation
Team
Firm-wide stats for Financial Designs Corporation
About
Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals (including high net worth clients), trusts, estates, charitable organizations, and qualified retirement plan participants. The firm emphasizes retirement planning and offers both financial planning and asset allocation services tailored to each client’s circumstances.
FDC follows an active management approach using a mix of charting, technical, fundamental and cyclical analysis and may employ short‑term trading when suitable; accounts are monitored on an ongoing basis with formal reviews at least annually. The firm offers both discretionary and non‑discretionary relationships and gathers suitability information at onboarding to shape portfolio strategies and rebalancing decisions.
A distinguishing feature is that FDC is the portfolio manager and sponsor of its own Financial Designs Wrap Fee Program and provides portfolio management exclusively through that wrap program, with transactions executed through Charles Schwab — an arrangement less common among comparable team firms. The brochure also notes the firm’s long operating history and family ownership structure, while disclosing that some associated persons are licensed insurance agents who may receive commission compensation for insurance sales, a potential conflict addressed in its disclosures.
Based on Financial Designs Corporation
Expertise
Based on Financial Designs Corporation
Location
Stokesdale NC
Advisors at this office
1
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