| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Legacy clients and friends and family of Adviser’s employees and associates may pay lower fees.
265 Racine Drive, Wilmington, NC, 28403
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Learn about disclosures →Charles is a registered representative for The Strategic Financial Alliance, Inc. He is also the owner of Dental 401k, a marketing name for a 401k service, and spends a few hours per week on marketing services.