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 $250K | 2.00% |
| $250K - $1000K | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Portfolio management and consulting fees are based on a percentage of assets managed, ranging from 1.00% to 2.00% annually, billed quarterly in advance. Financial planning fees include a $3,500 broad-based plan, a $4,000 annual retainer, and general consulting at $500/hour (negotiable). A minimum of $325,000 is generally required to open an advisory account, but this may be waived. Sub-advisory fees may range up to 0.35% annually.
Areas of Practice
Advisor Information
Office location
1100 Logger Ct, #B101, Raleigh, NC, 27609
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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