Overview

Headquarters
Raleigh, NC
Total Firm Assets
$169 million
Average High-Net-Worth Client Portfolio Size
$2.9 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: ARWM FORM ADV PART 2A AND 2B (2026-10-05) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $5,000,000 0.70%
$5,000,001 and above 0.40%

Stated Minimum Annual Fee: $7,500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $41,000 0.82%
$10 million $61,000 0.61%
$50 million $221,000 0.44%
$100 million $421,000 0.42%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
88.62%
Number of High-Net-Worth Clients
52
Total Client Accounts
314
Discretionary Accounts
314

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number
175151

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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