Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.30% |
Fees over $20 million are quoted.
Fee Estimator
Investment management fees range from 0.25% to 1.35% annually, decreasing as assets under management increase. Fees for consulting, tax preparation, and financial planning are determined hourly ($250-$500), as a flat fee, or as a retainer. Wealth management fees are individually quoted. There is no stated minimum account size, but a minimum fee may be required.
Areas of Practice
Advisor Information
Office location
3110 Edwards Mill Road, Ste 150, Raleigh, NC, 27612
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Arne is an owner, partner, and managing member of three rental real estate holdings and investment firms since 1994. He dedicates about 10% of his time to these investment-related businesses, but not during securities trading hours.