Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary based on the type of assets managed. For retirement plan assets, fees range from 0.40% to less than 0.10% depending on the account value. For individual wealth management assets, fees range from 1.50% to 0.70% depending on the account value. All fees are subject to negotiation. Fees are payable quarterly in arrears for plan assets and in advance for individual assets. The firm does not have minimum account balance requirements.
Areas of Practice
Advisor Information
Office location
201 State Street, Greensboro, NC, 27408
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.
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Drew is the founder and partner of Integrated Tax Solutions, a tax solutions company, since 2023. Drew spends approximately 60 hours per month on this activity, with 40 of those hours occurring outside of trading hours.