Biltmore Wealth Management offers customized portfolio management through investment models, adapting to market conditions. They design portfolios to meet individual client investment goals. Biltmore also offers financial planning and consulting services, and may offer Schwab High Yield Investor Checking services for cash management. Clients can place reasonable restrictions on their portfolios.
Assets Under Management$440M
Clients307
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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