A complete list of active advisors currently associated with Northside Group Wealth Management, LLC
Warmer can help you find a great advisor at Northside Group Wealth Management, LLC or one who fits your needs even better.
NorthSide Group Wealth Management provides investment advisory and financial planning services to individuals and small businesses and also manages retirement plan assets. The firm reports approximately $12.3 million in client assets and offers ongoing portfolio management together with hourly financial planning services. The firm operates on a non-discretionary basis, requesting client permission prior to executing transactions and documenting risk tolerance and investment policy for each client; accounts are monitored continuously and typically reviewed quarterly. Advisory services are billed primarily as a percentage of assets under management while financial planning is billed hourly, and custody is provided by Pershing, LLC and John Hancock Retirement Plan Services for retirement plan assets. Notable distinctions include that the firm’s principal is a licensed insurance agent who offers insurance products and may receive commissions, and the principal is also involved in an affiliated mortgage business that makes reciprocal client referrals; these other financial activities are disclosed as potential conflicts of interest. The combination of primarily non-discretionary management, direct involvement in insurance product sales, and management of retirement-plan custody arrangements is less common among similar independent, solo-practice advisers.
To learn more about the advisors currently working at Northside Group 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.
Name |
Location |
Years of experience |
|---|---|---|
Mount Airy, NC
| 20
|
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