Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For financial analysis, the fee is negotiable up to $450 per hour. Alternatively, a fee based on a percentage of assets comprising the financial plan may be charged, not exceeding 2.5% annually, with a minimum annual fee of $1000. For asset management services, fees are based on a percentage of assets under management, up to a maximum of 2.25% annually, and may include third-party manager fees. Fees are payable quarterly in advance, but may be reduced or tiered at the advisor's discretion.
Areas of Practice
Advisor Information
Office location
Chapel Hill, NC
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.
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Mary is the owner and director of operations at Kohlhepp Investment Advisors LTD, dedicating full-time hours to this role. She also does marketing for Better Screen Time (minimal time) and volunteers as a parent educator (about 10-20% of her time).