Teamvest Retirement Plan Services,LLC is a large advisory firm based in Charlotte. It manages $27.36 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.
Teamvest Retirement Plan Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Teamvest Retirement Plan Services,LLC is $27.36 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Teamvest Retirement Plan Services,LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Vincent Stilley has been acting as President since 1 Nov 2000. Steven Allen Bucey joined the executive team most recently as the Director Of Finance.
The principal office where Teamvest Retirement Plan Services,LLC performs its advisory services is located at 11215 Rushmore Drive, Charlotte, NC 28277, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-944-7400 or by fax 704-944-7473. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.team401k.com.