Find a Wealth Consultant

At Trust Company of North Carolina, you get direct access to and prompt responses from your wealth consultant. We have a low client-to-Fiduciary Manager ratio, so we can better get to know you, your family, and your financial goals. Our personalized service gives you everything you need. When you call us, you’ll get someone on our dedicated team who is familiar with your account and situation.

There are no minimum balance requirements. The Private Banking account is an exclusive account that Fidelity Bank offers Trust Company of North Carolina customers.

A fiduciary has to legally do what is right by you and act in your best interests. This typically means you will save on the all-in investment fees as we seek to put you in the cheapest investments to meet your goals versus high commissioned products and packages.  We do not sell commissioned products or packages. Our fees are designed so that we win when you win and we lose when you lose. We also consider your comprehensive picture as far as family dynamics, goals, financial planning, risk management, and trust and estate planning before offering advice on investments.

We are compensated with a base salary. We cannot earn commissions from our clients or investment partners. We cannot earn sales trips or other items of value for sending business to a particular mutual fund or investment company.  We can earn a bonus based on how many investments we bring in during a calendar year. However, the bonus is not tied to any particular investment type or product meaning we can give objective advice and sit on the same side of the table with you when making recommendations.

Clients must have at least $1,000,000 within the first 24 months of account opening with a minimum of $500,000 to open the accounts initially.