Tarheel Advisors

Preparing for Retirement


"Investment Advisor Fee Survey 2022"

We've recently completed our survey of registered investment advisory fees for the state of North Carolina. Interestingly enough, the industry saw minimal changes in fees since our last survey in 2018. The most noticeble change we saw this time around was a need to add new firms to our list. Over the past three years a significant number of local firms were bought out or merged into larger practices.

2022 Advisory Fee Survey