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 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
N/A
Name of Custodial Firm
Fidelity, Charles Schwab (TD Ameritrade)
Years of Experience in Financial Services
51
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
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
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
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
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 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.