Overview

Headquarters
Charlotte, NC
Total Firm Assets
$1.3 billion
Average High-Net-Worth Client Portfolio Size
$9.6 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: TOPSAIL WEALTH FORM ADV PART 2A (2026-09-18) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000,000 0.30%
$5,000,001 $10,000,000 0.20%
$10,000,001 $25,000,000 0.10%
$25,000,001 and above 0.05%

Stated Minimum Annual Fee: $9,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,000 0.90%
$5 million $15,000 0.30%
$10 million $25,000 0.25%
$50 million $52,500 0.10%
$100 million $77,500 0.08%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
93.42%
Number of High-Net-Worth Clients
127
Total Client Accounts
729
Discretionary Accounts
729

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
331098
  • TOPSAIL WEALTH FORM ADV PART 2A (2026-09-18) (fee schedule source) · View brochure text

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

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