Adhesion Wealth Advisor Solutions
Answer a few questions and
get matched with an advisor.
Learn more about Adhesion Wealth Advisor Solutions
Overview
Adhesion Wealth Advisor Solutions operates as an advisory firm headquartered in Charlotte, North Carolina. The company oversees $8.3 billion in total assets across 34,153 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). Adhesion Wealth Advisor Solutions has an average-sized team, including 10 financial advisors. Adhesion Wealth Advisor Solutions does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as equities, options and bonds.
Adhesion Wealth Advisor Solutions administers all of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions for the client's account without requiring the customer's authorization. The company's typical account size is $244,271. An average financial advisor at Adhesion Wealth Advisor Solutions administers about 3,415 client accounts.
The company's headquarters is at 5925 Carnegie Blvd, Charlotte, North Carolina 28209. Adhesion Wealth Advisor Solutions is registered to serve investors across 8 states, including California, Florida, Illinois, Louisiana, New York, North Carolina, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Adhesion Wealth Advisor Solutions by the Numbers
$8.3 billion
45
34,153
$244.3 thousand
Fee Structure
Fees charged by financial advisors depend on the financial services offered. However, fees charged by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Disclosures
Adhesion Wealth Advisor Solutions does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Adhesion Wealth Advisor Solutions
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.