Masonboro Advisors
5815 Oleander Drive
Suite 260
Wilmington, NC 28403
9107420509
About Masonboro Advisors
We stand out as financial advisors with a unique approach. Our team brings together CERTIFIED FINANCIAL PLANNERS®, CFA®, CPA®, 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 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 attention from 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
N/A
Name of Custodial Firm
Goldman Sachs, Fidelity Investments, Charles Schwab (TD Ameritrade)
Work with the following types of clients
Individual Investors, Businesses, Non-Profit Organizations
Advisory Services Provided
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
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
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Disability, Long Term Care, Life, Annuity
Firm Information
Firm's Number of Clients
250
Firm's Number of Managed Clients
250
Assets Managed by Firm
210000000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
500,000
Compensation Methods
Based on Assets, Hourly
Hourly Rate
$250
Minimum Fee Charged for Managed Accounts
$5,000
Minimum Fee Charged for Hourly Planning Accounts
$500
Education
Bachelors Degree -
Binghamton University
08/30/2010 -05/04/2014
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891418/rothira-Masonboro-Advisors-detailed-disclosure.html
Disclaimer
Investment Advisory Services offered through Glasgow & Associates, LLC. Glasgow & Associates is an SEC Registered Investment Adviser regulated by the United States Securities & Exchange Commission. Additional information about Glasgow & Associates is available on the SECs website at www.adviserinfo.sec.gov. Tax services offered through affiliate Masonboro Tax Advisory Corp. Insurance offered through affiliate Quotey, LLC.