Piedmont Wealth Management provides personalized financial planning and investment management services to individuals, trusts, foundations, pensions, and corporations. The firm acts as a fiduciary, meaning they are legally required to act in your best interest. Financial planning services can be one-time or ongoing. If you choose to implement your financial plan through Piedmont Wealth Management, you become an investment management client. They require a minimum of $100,000 to manage your investments, but this may be waived. Investment management can be discretionary (they make changes) or non-discretionary (you approve changes).
Fee Structure
Piedmont Wealth Management generally charges 1% of the value of your investments annually. However, this fee is negotiable and may be higher or lower based on factors like the size of your account, complexity of your assets, and planning services provided. They may also provide investment management based on a fixed annual retainer that is negotiated.