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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for assets over $10 million.
Fee Estimator
You'll typically pay an annual management fee based on the value of your assets (see rates in table). For example, a $1 million portfolio would cost $10,000 per year. Fees are subject to negotiation. Accounts may be subject to a minimum fee of $2,500. Basic financial planning is included for asset management clients. Financial planning is also offered separately for a fixed fee. Consulting services are available at a fixed or hourly rate.
Areas of Practice
Advisor Information
Office location
212 West Matthews Street, Suite 102, Matthews, NC, 28105
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
Phillipe works as an insurance agent for Aprio Risk Management, LLC, selling various insurance products since 2020. This activity requires minimal time.