PW
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
100 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$225.0M
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
For accounts with AUM >= $1M, the annual investment advisory fee is 1% of assets. For accounts with AUM < $1M, the fee is 1.5%. These fees are negotiable. Additional assets or withdrawals exceeding $100,000 will be charged a pro rata fee. When entering into non-discretionary arrangements, a fixed fee is negotiated on a case-by-case basis.
Areas of Practice
Investment Management
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Advisor Information
Office location
601 South Cedar St., Suite 200, Charlotte, NC, 28202
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Broyhill Asset Management, LLC
May 2024 - Present · 1 yr 8 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.