Overview
- Headquarters
- Charlotte, NC
- Total Firm Assets
- $143 million
- Average High-Net-Worth Client Portfolio Size
- $1.6 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: FIRM BROCHURE - 2A (2026-07-07) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.80% |
| $1,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,000 | 0.80% |
| $5 million | $32,000 | 0.64% |
| $10 million | $62,000 | 0.62% |
| $50 million | $302,000 | 0.60% |
| $100 million | $602,000 | 0.60% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 76.21%
- Number of High-Net-Worth Clients
- 67
- Total Client Accounts
- 247
- Discretionary Accounts
- 247
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 325514
- FIRM BROCHURE - 2A (2026-07-07) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗