Counterweight Private Wealth's Form ADV discloses 1.40% on the first $500,000, 1.10% on the next $500,000, 0.90% on the next $2 million, 0.80% on the next $2 million, 0.65% on the next $5 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #327880), Counterweight Private Wealth is subject to fiduciary duty under federal law.
Counterweight Private Wealth is headquartered in WILMINGTON, NC.
Counterweight Private Wealth serves 57 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, Counterweight Private Wealth offers financial planning and portfolio management for individuals. View all service details ↓
Counterweight Private Wealth manages $207 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, Counterweight Private Wealth serves high-net-worth individuals. View client details ↓