Willingdon Wealth Management

Description

• Our Mission: We pledge to help each client achieve their long-term investment goals. Every relationship we establish will be built upon a commitment to excellence and absolute integrity in all that we do. Willingdon's goal is to build long lasting relationships by providing personalized investment management services for high net worth individuals and business owners. We believe our strengths come from Aligned Interests with our clients, Strong Relationships, Peace of Mind, and Low Fees. Aligned Interests: As a Registered Investment Advisor, we have a fiduciary responsibility to our clients. This Fiduciary Standard means that we are legally required to put the interests of our clients ahead of our own. Strong Relationships: We have a vested interest in the satisfaction of our clients, and we pride ourselves on having regular and proactive contact with our clients. Peace of Mind: Our clients' assets are held by Fidelity Investments, one of the largest investment custodians in the world. This means our clients grant us the ability to choose investments for them, but we do not hold their assets. Our relationship with Fidelity provides our clients with the peace of mind of a third party custodian without placing any limits on our investment options. Low Fees: Our fees, on average, are well below our competition because of our unique ability to manage assets in-house.
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  Headquarters:13801 Reese Boulevard West Suite 155, Huntersville, North Carolina, United States

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  Phone Number: +1 704-766-0574

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  Website: https://www.willingdonwealth.com

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  Employees:9

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  Revenue:$1 - 10M

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  Legal Name:Willingdon Wealth Management

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• |  NAICS Code: 523930  |

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