Best Financial Advisors in Cary, NC

The Stonegate team can provide you with advice and expertise in virtually all aspects of your financial life. Our team of professionals works for you to develop and implement strategies that help give you the opportunity to reach your unique goals.

Most likely! We have clients throughout the United States and in some countries outside the U. S as well. Improvements in technology make it even easier than ever to stay connected with our clients who do not live in the area.

A majority of our clients pay a percentage of the total account value that we manage, but in some unique situations a flat annual consulting fee may be more appropriate. This topic is a part of our initial consultations, for which we absorb the fee. In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the service of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the cost of a fee-based account. Clients should periodically re-evaluate whether the use if ab asset-based fee continues to be appropriate in servicing their needs. a list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.

We partner with Raymond James to custody and oversee client accounts. They provide compliance guidance and regulatory oversight to protect your interests in conjunction with our fiduciary responsibilities when providing advisory services.