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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fee is negotiable for assets above $25,000,001.
Fee Estimator
Fees are based on a percentage of assets under management and are billed quarterly in advance. The minimum annual fee is $7,500, but fees are negotiable. Financial planning is generally included in the investment management fee. Standalone financial planning is available for a minimum fee of $5,000, with total fees depending on the complexity of the client's financial situation. Retirement Plan Consulting (RPC) may impose a start-up fee of $7,500 in addition to a percentage of assets, with a minimum fee of $10,000.
Areas of Practice
Advisor Information
Office location
Charlotte, NC
Get directionsRegulatory History
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