A complete list of active advisors currently associated with Topsail Wealth Management LLC
Warmer can help you find a great advisor at Topsail Wealth Management LLC or one who fits your needs even better.
Topsail Wealth Management provides comprehensive wealth management and investment advisory services primarily to high-net-worth and ultra-high-net-worth families, along with related trusts, estates, retirement accounts, select corporations and family foundations. The firm’s brochure lists services including financial planning, investment advisory, tax and estate planning, trustee and bookkeeping services, and retirement plan consulting, and it generally requires a minimum account size of $1 million for investment advisory relationships. The firm uses a customized, priorities-based process that begins with client interviews and questionnaires to develop an investment policy statement and strategic asset allocation, then implements portfolios using a mix of passive and active strategies, mutual funds, ETFs, individual equities, fixed income and, where appropriate, separate account managers. Topsail typically manages accounts on a discretionary basis, provides consolidated reporting and conducts regular (at least quarterly) reviews of client accounts. Distinctive items in the brochure include sponsorship of a wrap fee program under which clients custodied at Altruist Financial or Charles Schwab are automatically entered and the firm covers trading fees at those custodians, along with a disclosure of related conflicts and policies to mitigate them. The firm also reports approximately $1.31 billion in discretionary regulatory assets under management while operating with a relatively small advisory team, yielding a high assets‑per‑advisor profile compared with many peers.
To learn more about the advisors currently working at Topsail 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 |
|---|---|---|
Charlotte, NC
| 9
| |
Cincinnati, OH
| 29
| |
Charlotte, NC
| 20
| |
Charlotte, NC
| 13
|
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