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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for amounts over $5 million.
Fee Estimator
The annual investment management fee is based on a percentage of assets under management (AUM). The first $1 million is charged 1.25% annually, the next $1.5 million (to $2.5 million) is charged 1.00%, and the next $2.5 million (to $5 million) is charged 0.80%. Fees over $5 million are negotiable. There is no minimum annual fee. Financial planning fees range from $2,000 to $5,000 for a broad-scope financial analysis. Hourly financial planning engagements are available at $550 per hour.
Areas of Practice
Advisor Information
Office location
Cary, NC
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 →