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
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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 19 years of experience in the finance industry.
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