Fees are based on a percentage of assets under management, hourly charges, and fixed fees. A technology platform fee of up to 0.25% (subject to a $10 minimum quarterly fee - $40 annually) per account is charged. Hourly fees range from $100 to $500 per hour. There is a minimum annual retainer fee of $1,000 for flat management fees. Fees are negotiable and may be customized depending on the client's needs.
1427 Military Cuttoff Rd, Suite 206, Wilmington, NC, 28403
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