FC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
248 clients
Average Client Portfolio
$526K average
Assets Under Management
$130.4M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.63% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
There is a $1,500 minimum annual advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$1,500
Financial Plan Fee:$1,000
Hourly Rate:Up to $450/hr
Investment advisory fees for portfolio management are based on a percentage of assets managed. There is no minimum investment, but there is a $1,500 minimum annual advisory fee. Financial planning services are charged hourly (up to $450/hour) or as a flat rate (greater of $1,000 or 0.25% of assets advised on). Consulting fees are a flat rate, up to 1.00% of assets advised on.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
Montreat, NC
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2006Settled
Employment History
Current Registrations
Grand Central Investment Group, LLC
January 2015 - Present · 11 yrs
Previous Registrations
Pccb, LLC
September 2014 - December 2014 · 3 mos
Wells Fargo Advisors Financial Network, LLC
February 2006 - February 2015 · 9 yrs
Wachovia Securities, LLC
October 1999 - February 2006 · 6 yrs 4 mos
State Registrations2 states
FLNC
Advisor
Exams
No exam information available for this advisor.