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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, billed quarterly in advance. Financial planning services are offered on an hourly basis, up to $250 per hour, with fees negotiable based on complexity. An estimate for total hours and overall costs will be provided to the Client prior to engaging for these services. A minimum relationship size of $1,000,000 is generally required, but may be waived at the Advisor’s sole discretion.
Areas of Practice
Advisor Information
Office location
Durham, NC
Get directionsRegulatory History
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