| 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.
128 S Tryon Street, Charlotte, NC, 28202
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Learn about disclosures →Adam owns rental property since 2016, requiring minimal time, with rent covering the mortgage. He is also a Registered Investment Advisor Representative with First Citizens Asset Management since 2016, dedicating about a quarter of his time to establishing customer accounts and handling portfolios.