Overview
- Headquarters
- Raleigh, NC
- Total Firm Assets
- $283 million
- Average High-Net-Worth Client Portfolio Size
- $1.2 million
- Stated Minimum Account Size
- $800,000
Fee Disclosure
Source: WRAP BROCHURE (2026-09-25)
· View brochure text
Latest filing: PART 2A BROCHURE (2026-09-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | Up to 2.00% |
Stated Minimum Annual Fee: $12,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 62.00%
- Number of High-Net-Worth Clients
- 150
- Total Client Accounts
- 877
- Discretionary Accounts
- 877
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 317067
- PART 2A BROCHURE (2026-09-25) · View brochure text
- WRAP BROCHURE (2026-09-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗