Adhesion Wealth Advisor Solutions

CRD#143593
Investment Advisor Firm

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Learn more about Adhesion Wealth Advisor Solutions

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Adhesion Wealth Advisor Solutions is located at 5925 Carnegie Blvd, Charlotte, NC. The firm employs 15 financial advisors to manage client portfolios and provide financial guidance. Adhesion Wealth Advisor Solutions is not a registered broker-dealer.

    Adhesion Wealth Advisor Solutions oversees $10.8 billion in assets under management across 40,484 accounts, all of which are discretionary. The firm offers portfolio management services for institutional clients. The firm caters to other investment advisers, with this group being the largest client type by accounts. The fee structure at Adhesion Wealth Advisor Solutions includes asset-based and fixed fees. The firm maintains affiliations with a broker-dealer or securities dealer, a trust company, and a pension consultant.

    Adhesion Wealth Advisor Solutions is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $10.8 billion

    Number of Advisors

    15

    Disclosures

    No

    Office Location

    5925 Carnegie Blvd
    Charlotte, NC 28209

    Adhesion Wealth Advisor Solutions by the Numbers

    Total Assets Under Management

    $10.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    50

    National Average: 64
    Total Number of Accounts

    40,484

    National Average: 375,227
    Average Account Size

    $266.1 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advice usually depend on the type of services provided. Fees billed by Adhesion Wealth Advisor Solutions most likely include any blend of the following fee structures: asset-based or fixed.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Adhesion Wealth Advisor Solutions does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Adhesion Wealth Advisor Solutions

    Holly Lobprise
    Charlotte, NC
    Jonathan Sharpe
    Charlotte, NC
    Scott Fewin
    Charlotte, NC
    Mark Scanlan
    Havertown, PA
    Tai Vu
    Charlotte, NC
    Brian Dow
    Fairfield, CT
    James Webster
    Charlotte, NC
    Daniel Mulvey
    Charlotte, NC
    Vincent Lewis
    Concord, CA

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