Masonboro Advisors- Financial Advisor Wilmington, NC

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About Masonboro Advisors

We stand out as financial advisors with a unique approach. Our team brings together a CERTIFIED FINANCIAL PLANNER^™, a mechanical engineer, an MBA holder, and a former manager from a leading investment company, each with decades of experience.

The combination of our diverse backgrounds, education, and extensive experience empowers us to think outside the box and challenge conventional wisdom in our investment planning approach.

We have a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up.

See Disclosures

General Information

Firm Start Year

2013

No. of Employees

10-19

Firm CRD#

145151

Name of Broker/Dealer

Name of Custodial Firm

Fidelity, Charles Schwab (TD Ameritrade)

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 6, Series 63, Series 66, Series 65

Insurance and Annuity Licenses

Long Term Care, Annuity, Life, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Managed Clients

Assets Managed by Firm

148000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Hourly

Hourly Rate

$250

Minimum Fee Charged for Managed Accounts

$2,500

Minimum Fee Charged for Hourly Planning Accounts

$1,000

Education

Bachelors Degree -

Binghamton University
08/30/2010 -05/04/2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891418/paladinregistry-Masonboro-Advisors-detailed-disclosure.html

Disclaimer

Investment Advisory Services offered through Glasgow & Associates, LLC. Glasgow & Associates is a Registered Investment Adviser regulated by the North Carolina Secretary of State Securities Division. Additional information about Glasgow & Associates is available on the SECs website at www.adviserinfo.sec.gov.

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Masonboro Advisors