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 $250K | 2.15% |
| $250K - $500K | 2.05% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.40% |
| $5M+ | 1.15% |
All fees are negotiable. These are the maximum annual asset-based advisory fees for non-inclusive accounts.
Fee Estimator
Fees vary depending on the service. Portfolio management fees are negotiable and based on managed assets. Financial planning fees are typically a flat fee up to $10,000 or an hourly rate up to $500 per hour, but may be higher for complex plans. Retirement plan consulting fees can be asset-based (up to 1.25%), fixed, or hourly. Subscription advisory services have a negotiable annual flat fee. Fees are negotiable and may vary among Advisory Representatives.
Areas of Practice
Advisor Information
Office location
2301 Stonehenge Drive, Suite 210, Raleigh, NC, 27615
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brett owns rental properties (Blackberry Ridge and Lake Escape, LLC) and is involved in real estate remodels and consulting through Cameo Design, LLC. He is also a partner at Cornerstone Wealth Management, LLC, an investment advisor representative at Strategic Blueprint, LLC, and refers clients to Tucker Insurance Services for fixed life insurance needs.