| 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.
8540 Colonnade Center Drive, Raleigh, NC, 27615
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Learn about disclosures →Alex is an adjunct professor for Campbell University's graduate program, teaching Advanced Investment Analysis. This activity requires a few hours per week.