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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
The annual fees are negotiable.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, an account valued at $3,000,000 would pay an effective fee of 1.09% with the annual fee of $32,750. The minimum annual fee for Investment Management Services is $6,000. For combined household assets below $250,000, there will be a $4 per account charge each month. Fees are negotiable. The advisory fee is a blended fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart resulting in a combined weighted fee.
Areas of Practice
Advisor Information
Office location
3817 Lawndale Drive, Suite D1, Greensboro, NC, 27455
Get directionsRegulatory History
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