John Simms is a CFA-designated registered investment advisor at Piedmont Capital Management, LLC, based in Greenboro, NC, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 99 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for amounts over $50 million. Separate account managers may charge an additional 0.30% - 1.30%.
Fee Estimator
Location
800 Green Valley Rd., Ste 203, Greenboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Piedmont Capital Management, LLC
Previous Registrations
Genspring Family Offices, LLC
State Registrations2 states
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