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 - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are billed quarterly in advance. Certain fees may be negotiable depending on existing/past relationship or if a client has become a widow.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management (see table above). There is a minimum annual fee of $6,000. Held away (company plan) accounts have an additional 0.10% fee. Households with a combined investment value under $500,000 will be charged an additional fee of 0.25%. New household clients are charged a 0.1% technology fee on Held Away Accounts. Financial planning fees range from $1,500 to $5,000 for the initial comprehensive financial plan. Certain fees may be negotiable depending on existing/past relationship or if a client has become a widow.
Areas of Practice
Advisor Information
Office location
1931 New Garden Rd, Ste 220, Greensboro, NC, 27410
Get directionsRegulatory History
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