Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a negotiable program fee, which is a percentage of your account value. The specific fee percentage is not listed in a structured table, but is stated as 2.00% for FundSource, CustomChoice, Private Investment Management, Fundamental Choice, Asset Advisor, Private Advisor Network and Customized Portfolios programs. For the Personalized UMA Program, there is an advisory fee of 2.00% plus manager fees ranging from 0.0% to 0.50%. A platform fee of 0.050% will apply to certain program accounts.
Areas of Practice
Advisor Information
Office location
1979 Eastwood Road, Suite 104, Wilmington, NC, 28403
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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