Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management, advisory, and financial planning services are negotiated in advance. Investment management fees range from 0.0% to 1.6% annually, depending on the program used (Separately Managed Account Platform, LTAS Managed Index Program, or Passive Index Program). Advisory service fees range from 0.30% to 1.00%. Financial planning fees are fixed and based on the complexity of the engagement. Retirement plan services have a minimum annual fee of $1,000 and asset-based fees do not exceed 1.00% annually.
Areas of Practice
Advisor Information
Office location
516 North Tryon Street, Suite 200, Charlotte, NC, 28202
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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