Uwharrie Investment Advisors offers ongoing investment advice tailored to each client's goals, risk tolerance, and time horizon. They create investment policy statements and manage accounts on a discretionary basis. The firm also provides limited financial planning services and consulting on specific financial topics. Uwharrie Investment Advisors may advise on legacy positions and clients can restrict trading in those positions.
Assets Under Management$280M
Clients809
Advisors15
Avg. per Client$340K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $9.0M | 0.75% |
| $9M+ | 0.50% |
Fee schedule is used as a guideline only and is subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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