our low fee guarantee

When searching for a financial planner or investment manager fees aren't everything–but they do matter. Understanding advisory fee schedules can be difficult, so we've done the homework for our clients. Annually Tarheel Advisors does a fee survey of the largest registered investment advisors in the state. Our committment to our clients is for our ongoing investment management fees to be 25% less than our competitors. See this year's results below.

Investment management fees

The following fee schedule is for individuals and families utilizing our investment management services.

 

Assets Under Management
Annual Fee
$1 Million or Less
0.75%
$1-$2.5 Million
0.65%
$2.5-$5 Million
0.55%
$5 Million or More
0.45%
*Fees subject to negotiation in unique circumstances.

Retirement plan fees

The following fee schedule is for corporations utilizing our plan management services.

 

Assets Under Management
Annual Fee
$250k or Less
0.75%
$250k-$2.0 Million
0.50%
$2.0-$5 Million
0.35%
$5 Million or More
0.25%
*Fees subject to negotiation in unique circumstances.

variable annuity management fees

Our clients have access to an array of no-load variable annuities. The internal fees on these products can be as much as 50% less than industry peers. Our fee to manage these assets is 0.45% annually.

hourly planning fees

Our hourly planning fee is $250/hour. Typical financial plans take 4 to 6 hours, and for more complex plans our maximum rate is $2,500.

25% lower than the competition

Book an appointment

Low fees, great service, and some of the most sophisticated asset management and financial planning in North Carolina, so what are you waiting for?!? Schedule a complimentary meeting with one of our advisors today.