| 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.
6501 Carnegie Boulevard, Charlotte, NC, 28211
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 →Alan is the President of the Board for the Porter Ridge Athletic Association and the Union County Youth Soccer Program, dedicating a few hours per week and minimal time respectively. He is also a partner in Family Holdings Group, LLC, a real estate holding company, but has no responsibilities.