Tushingham Wealth Strategies, LLC
Tushingham Wealth Strategies, LLC (CRD# 171219) is a financial advisory firm headquartered in , . They manage $40,667,092 in 111 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Tushingham Wealth Strategies, LLC
By the Numbers
-
Total Assets Under Management41MILLION
-
Total Number of Accounts111ACCOUNTS
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Average Account Value$366,370
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, TX
Financial Advisors at Tushingham Wealth Strategies, LLC
1
Brett Tushingham (CRD# 3018586) is an Investment Advisor Representative working at Tushingham Wealth Strategies, LLC in Wilmington, NC and has over 18 years of experience in the finance industry.
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