Adhesion Wealth Advisor Solutions

CRD#143593
Investment Advisor Firm

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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

$8.3 billion

Number of Advisors

10

Disclosures

No

Office Location

5925 Carnegie Blvd
Charlotte, NC 28209

Adhesion Wealth Advisor Solutions by the Numbers

Total Assets Under Management

$8.3 billion

National Average: $8.6 billion
Total Number of Employees

45

National Average: 64
Total Number of Accounts

34,153

National Average: 375,227
Average Account Size

$244.3 thousand

National Average: $23.0 thousand
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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

    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.

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 32% of firms that offer this fee type

    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.

  • 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

Tai Vu
Charlotte, NC
Lauren Edwards
Charlotte, NC
Patrick Holt
Charlotte, NC
James Webster
Charlotte, NC
Lisa Faler
Charlotte, NC
Jordan Darr
Charlotte, NC
Barrett Ayers
Charlotte, NC

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