Team Wealth Planning And Management, Inc. (Chapel Hill)

Name: Team Wealth Planning And Management, Inc.
Address: 1525 East Franklin Street, Chapel Hill, NC, 27514
Telephone: 919-942-8145

Team Wealth Planning And Management, Inc. is an adviser based in Chapel Hill. It manages $46.57 million of regulatory assets for 468 client accounts. It has been registered with the SEC as an adviser since 2007.

Team Wealth Planning And Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Team Wealth Planning And Management: assets under management

The assets under management (AUM) of Team Wealth Planning And Management, Inc. is $46.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $46.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.51 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Team Wealth Planning And Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Team Wealth Planning And Management, Inc.

Jennifer Anne Johnsrud has been acting as President since 1 Oct 2003. Amy Elizabeth Carlson joined the executive team most recently as the Chief Compliance Officer And Secretary Of Corporation.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jennifer Anne Johnsrud	President	1 Oct 2003	25% - 50%	4751942
Amy Elizabeth Carlson	Chief compliance officer and secretary of corporation	1 Oct 2003	25% - 50%	4751986
Jr. Lawrence Francis Mcmanus	Treasurer/ vice president	1 Oct 2003	25% - 50%	4751988
Hannah Pinckney Mcmanus	Vice president	1 Oct 2003	25% - 50%	4751993

Based in Chapel Hill

The principal office where Team Wealth Planning And Management, Inc. performs its advisory services is located at 1525 East Franklin Street, Chapel Hill, NC 27514 The mailing address of the firm is 27 Kestrel Lane, Amherst, MA 01002. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-942-8145 or by fax 1-866-617-1732. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.teamwealthinvestments.com.