Overview
- Headquarters
- Charlotte, NC
- Total Firm Assets
- $172 million
- Average High-Net-Worth Client Portfolio Size
- $2.4 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: INVESTOR ADVISORY GROUP BROCHURE (2025-03-13)
· View brochure text
Latest filing: INVESTOR ADVISORY GROUP BROCHURE (2026-03-04)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 0.75% |
| $500,001 | $1,000,000 | 0.60% |
| $1,000,001 | $2,000,000 | 0.50% |
| $2,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $6,750 | 0.68% |
| $5 million | $19,250 | 0.38% |
| $10 million | $31,750 | 0.32% |
| $50 million | $131,750 | 0.26% |
| $100 million | $256,750 | 0.26% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 76.06%
- Number of High-Net-Worth Clients
- 54
- Total Client Accounts
- 442
- Non-Discretionary Accounts
- 442
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 106837
- INVESTOR ADVISORY GROUP BROCHURE (2026-03-04) · View brochure text
- INVESTOR ADVISORY GROUP BROCHURE (2025-03-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗