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 $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
You'll pay an annual management fee based on the average daily balance of your assets, deducted quarterly. For clients using Flourish Cash, there's an additional 0.10% advisory fee. Financial planning is offered at fixed fees: $2,500 for Tier 1 and starting at $5,000 for Tier 2, depending on complexity. Hourly financial planning or investment advisory services are available at $400 per hour. There are no stated minimum account requirements.
Areas of Practice
Advisor Information
Office location
Asheville, NC
Get directionsRegulatory History (8)
Regulatory
October 2022Criminal
January 2022Criminal
April 2021Financial
October 2018Regulatory
April 2018Customer Dispute
June 2015Customer Dispute
January 2008Employment Separation After Allegations
August 2006Other Business ActivitiesSells Insurance
Paidemoyo is involved in several outside business activities, including a placement agency, an insurance production agency, a venture capital firm, a branding and marketing solutions platform, and an investment advisor firm. He spends about a quarter of his time as a co-founder and director at Pro Athlete Wealth.