Investment Advisory Fee Survey
Periodically Tarheel Advisors does a fee survey of the largest registered investment advisors in the state.
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Periodically Tarheel Advisors does a fee survey of the largest registered investment advisors in the state.
Our commitment to our clients is for our ongoing investment management fees to be 25% less than our competitors.
Understanding advisory fee schedules can be difficult, so we've done the homework for our clients.
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% |
Cash & Treasury Management Account | 0.25% |