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Jim Kluttz Email
Wealth Advisor, Director Client Services, Principal . Trust Company of the South
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Locationj******@trustcompanyofthesouth.com
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Employees:
37Revenue:
$7.4MAbout
Trust Company of the South is a North Carolina independent trust company providing premier investment, wealth management, and fiduciary services to maximize wealth for high-net-worth individuals and institutions. How we are different: We are a privately-owned firm, with a majority of the firm owned by employees. This enables us to take a long view in how we manage the firm, rather than the quarter-to-quarter approach of large, publicly-traded Wall Street firms. As the financial crises of 2008 showed, the interests of large Wall Street firms are often at odds with those of their clients. We serve all our clients in a fiduciary capacity. We always have and always will put the interest of our clients ahead of our own. We will always operate in a fully transparent manner, disclosing all fees. Unlike the brokerage firm structure, we work for you, our client, and we are only compensated by you. We receive no fee or commission from any providers or funds we may recommend. A sound financial plan is the foundation of a successful and secure financial future. Wealth management is far more involved than merely managing money. Our combined talents and expertise enable us to provide comprehensive, holistic and objective counsel and guidance to the multitude of issues that surround building and monitoring a financial plan that will change as your life changes. We view our clients as partners and as such, look for relationships that will be mutually rewarding and long-term. Our clients tend to be interesting, successful people who would rather pursue their passions and leave the details and heavy-lifting of managing their wealth in more capable hands.Trust Company of the South Address
800 GREEN VALLEY RD STE 304null, null
United States