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Carolinas Invest - Dave Perkins | A Holistic Approach to Wealth Management

Larr; Return to Main Site. Relationship Structure & Pricing. Focused on Overseeing Your Family’s Financial Affairs. Or would you like your spouse and family to have a well-coordinated financial situation with an objective, qualified advisor in place should something happen to you? David A. Perkins, CPA is a licensed North Carolina CPA firm. Although Dave provides his financial planning and investment consulting services through Carolinas Investment Consulting, it is a separate business from his C...

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Larr; Return to Main Site. Relationship Structure & Pricing. Focused on Overseeing Your Family’s Financial Affairs. Or would you like your spouse and family to have a well-coordinated financial situation with an objective, qualified advisor in place should something happen to you? David A. Perkins, CPA is a licensed North Carolina CPA firm. Although Dave provides his financial planning and investment consulting services through Carolinas Investment Consulting, it is a separate business from his C...

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Carolinas Invest - Dave Perkins | A Holistic Approach to Wealth Management | dperkins.carolinasinvest.com Reviews

https://dperkins.carolinasinvest.com

Larr; Return to Main Site. Relationship Structure & Pricing. Focused on Overseeing Your Family’s Financial Affairs. Or would you like your spouse and family to have a well-coordinated financial situation with an objective, qualified advisor in place should something happen to you? David A. Perkins, CPA is a licensed North Carolina CPA firm. Although Dave provides his financial planning and investment consulting services through Carolinas Investment Consulting, it is a separate business from his C...

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dperkins.carolinasinvest.com

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Relationship Structure & Pricing | Carolinas Invest - Dave Perkins

http://dperkins.carolinasinvest.com/relationship-structure-pricing

Larr; Return to Main Site. Relationship Structure & Pricing. Relationship Structure & Pricing. There are three separate fee arrangements that can be customized to fit your particular needs and financial situation:. Minimum account for investment management: $1 million. Annual Contract Fee for Services. In some situations, assets under management is not the right fee structure. In those situations, we customize an annual fee based on the amount of time and complexity. Tax Preparation and Advice.

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Qualifications | Carolinas Invest - Dave Perkins

http://dperkins.carolinasinvest.com/qualifications

Larr; Return to Main Site. Relationship Structure & Pricing. Dave holds the following professional designations and certifications:. JD: Albany Law School, followed by several years of general legal practice in Connecticut. CPA: Certified Public Accountant, including 12 years in public accounting with PriceWaterhouseCoopers and KPMG Peat Marwick. CFP: CERTIFIED FINANCIAL PLANNER Designation since 1989. Former Director of Estate and Financial Planning for IJL/Wachovia Securities, now Wells Fargo Advisors.

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Services | Carolinas Invest - Dave Perkins

http://dperkins.carolinasinvest.com/services

Larr; Return to Main Site. Relationship Structure & Pricing. Forecast cash flow based on different scenarios of income and expenses. Capital sufficiency testing for future goals. Monte Carlo simulation analysis to test success rate of different strategies. What’s my magic number to retire successfully? Diversified portfolios based on modern portfolio theory. Tax issues related to financial planning and investment consulting. Multi-year income tax forecasts to manage cash flow and identify strategies.

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carolinasinvest.com

Investment Management Consultants, Wealth Management Advisor, Carolina | Carolinas Invest

http://www.carolinasinvest.com/our-firm/consultants

First Clearing Business Continuity Plan. Oliver R. Cross III. R Christopher Gammon, CFA, CFP. Ted Highsmith, CFP. Christopher K. Grogan. David A. Perkins, J.D., CPA, CFP. George H. Edmiston Jr. Bryan P. Zeiss. George H. Edmiston Jr. – Consultant, Corporate President, LLC Managing Member, and Firm Principal. 5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209. 704-643-2455 – Charlotte. 1-800-255-2904 – Toll free. 704-643-2470 – Fax. George’s local affiliations include the YMCA of Greater Charlotte (Metro Bo...

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Investment Management Consultants, Wealth Managers, Financial Planners | Carolinas Invest

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First Clearing Business Continuity Plan. George H. Edmiston Jr. Dustin Barr, CFA. Abby Bennett, CFP. Joyce G. Cmiel. Oliver R.Cross III. R Christopher Gammon, CFA, CFP. Christopher K. Grogan. Ted Highsmith, CFP. Lyric Martin, CFP. David A. Perkins, J.D., CPA, CFP. Walker T. Shelton, CFP. Bryan P. Zeiss. George H. Edmiston Jr. – Consultant, Corporate President, LLC Managing Member, and Firm Principal. 5605 Carnegie Blvd. Suite 400 Charlotte, NC 28209. 704-643-2455 – Charlotte. 704-643-2470 – Fax. Wade joi...

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Carolinas Invest - Dave Perkins | A Holistic Approach to Wealth Management

Larr; Return to Main Site. Relationship Structure & Pricing. Focused on Overseeing Your Family’s Financial Affairs. Or would you like your spouse and family to have a well-coordinated financial situation with an objective, qualified advisor in place should something happen to you? David A. Perkins, CPA is a licensed North Carolina CPA firm. Although Dave provides his financial planning and investment consulting services through Carolinas Investment Consulting, it is a separate business from his C...

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