Wealth Management fees are based on a percentage of assets under management, generally around 1% annually, but can vary based on portfolio size and services. Financial planning consulting fees are either hourly ($250/hour) or fixed ($2,500 to $100,000). Executive service fees are negotiated annually with the sponsoring corporation. The firm may charge lower fees based on anticipated additional assets, related accounts, pre-existing client relationships, or pro bono activities. Some clients may have grandfathered fee schedules. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee.
13801 Reese Boulevard, Suite 155, Huntersville, NC, 28078
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Learn about disclosures →Derrick has ownership in Charlotte Commercial Cleaners since 2018 and owns multiple rental properties. He spends a few hours per week on maintenance for the rental properties, and the compensation accounts for approximately 25% of his annual income.