Independent. Fee-Only. Financial Advisor. This means that we make decisions that we believe to be best for you. At the end of the day, much of that comes down to our business model and the planning process.
We optimize clients portfolios based on their risk tolerance, needs analysis, projected returns, and monitoring for portfolio allocation drifts from tactical weighting targets.
There’s no hidden agenda. We're not commission based. We function in a high transparency environment. We target very low expense ratios for our client's accounts.
Investment Management Pricing
First $500,000 is 1% per year.
0.25% per year on the next $4,000,000
Assets over $4,500,000 is 0% per year, which effectively caps the investment management fee at a maximum of $15,000 per year for accounts equal to or exceeding this value.
Annual pricing is paid quarterly, in arrears, based on end of quarter account values. Amounts based upon “AUM” (Assets Under Management).
Fixed-Fee Financial Planning Pricing
Fixed fee financial planning ranges from $0 to $2,500, depending upon a variety of factors, including scope of work & whether or not the client has assets under management by the firm.
Meet Virtually or In Person
We use Zoom video conferencing to do web-meetings, screen shares, statement reviews, etc. For people that prefer to physically go to meetings, you can come to our Oak Ridge, NC office.
To set-up an appointment after 5pm EST, call 336-803-2825