| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
Fees are negotiable.
100 East Tryon Road, Mail Code: Dac19, Raleigh, NC, 27603
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Amy performs accounting and clerical duties for Intelligent Security Concepts, LLC, a security and fire installation, service, and monitoring company. This takes about half of Amy's time and is not investment related.