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The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"OLD NORTH STATE WEALTH MANAGEMENT BROCHURE, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Old North State Wealth Management use?","answer":"Old North State Wealth Management’s separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $446M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Old North State Wealth Management have?","answer":"Old North State Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Old North State Wealth Management invest in?","answer":"At the end of its last fiscal year, Old North State Wealth Management’s separately managed accounts held 43% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 4% derivatives and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Old North State Wealth Management have a minimum investment?","answer":"Yes, Old North State Wealth Management’s minimum account size for its Portfolio management services is $500K.","source":"OLD NORTH STATE WEALTH MANAGEMENT BROCHURE, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Old North State Wealth Management?","answer":"Old North State Wealth Management’s direct owner is Paul Knott (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Old North State Wealth Management get paid?","answer":"Old North State Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees, commissions and other compensation. 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