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Masonboro Advisors

Tel: 910-742-0509
5815 Oleander Drive
Suite 260
Wilmington, NC 28403
Masonboro Advisors | Financial Advisor in Wilmington ,NC

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.

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General Information

Firm Start Year:   2013
No. of Employees:   10-19
Name of Broker/Dealer:   N/A
Name of Custodial Firm:   Fidelity, Charles Schwab (TD Ameritrade)
Work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management

Services

Investment Types:   Stocks, Annuities, Exchange Traded Funds (ETFs), Insurance, Bonds
Can meet clients in the following ways:   Our Office, Phone, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Long Term Care, Disability, Life

Firm Information

Firm's Number of Clients:   250
Firm's Number of Managed Clients:   250
Assets Managed by Firm:   143000000

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

Board Positions

Organization :   N/A
Position :   N/A
Duration :   05/04/2023-Present

Education

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

FAQs

Do you have a customer satisfaction or refund policy?

Clients are free to leave the firm at any time if they are not satisfied. Fees will be pro-rated and returned if a client leaves mid-quarter.

What are your qualifications? What is your education background?

We are not your typical financial advisors. With decades of experience, our local team consists of a CERTIFIED FINANCIAL PLANNER", a mechanical engineer, an MBA holder, and a former manager for a major investment solutions company.

Our diverse backgrounds, education, and experience allow us to challenge conventional wisdom in our approach to investment planning.

How are you compensated? How will I pay for your services?

When we manage investment portfolios for clients, we generally charge 1% of assets under our care. Our fees are negotiable and will decrease as certain asset levels are reached. For Financial Planning services, our CFP®'s charge $250/hr. Call us for a custom proposal.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Masonboro Advisors has discretionary authority over majority of client accounts.

How many clients do you currently manage?

Masonboro Advisors manages approximately 250 clients.

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Disclosures

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

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1891418/wiseradvisor-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.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Compensation Arrangements

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News & Events

Best of Wilmington 2023 - Financial Advisors
When: 01/01/2023
Details:Masonboro Advisors is a trusted financial planning and wealth management firm. With a client-centered approach, their team of professionals offers personalized strategies to help individuals and businesses achieve their financial goals. From retirement planning to investment management, Masonboro Advisors provides comprehensive services backed by expert knowledge and a commitment to building long-term relationships with their clients. ...more


Best of Wilmington 2022 - Financial Advisors
When: 01/01/2022
Details:Financial Advisor - Masonboro Advisors

910-742-0509

masonboroadvisors.com

This team of financial planners works hard to understand your personal needs, goals, and risk tolerance to design a financial plan that works for you. They not only take into consideration your financial goals, but they also include stage of life, risk assessment, and future cash flow requirements. Their goal is to prepare you for today, tomorrow, and whatever life brings. They are 100 percent committed to helping people just like you create solutions for their retirement assets. ...more

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