Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For accounts with AUM >= $1M, the annual investment advisory fee is 1% of assets. For accounts with AUM < $1M, the fee is 1.5%. These fees are negotiable. Additional assets or withdrawals exceeding $100,000 will be charged a pro rata fee. When entering into non-discretionary arrangements, a fixed fee is negotiated on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
601 South Cedar St., Suite 200, Charlotte, NC, 28202
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 Activities
Andrea works as a research associate for BMC Fund, Inc., a registered investment company, since 2018. She dedicates about a quarter of her time during trading hours and minimal time outside trading hours to investment research, deriving 75% of her yearly compensation from this business.