Edward Nowell
Edward Nowell is a registered investment advisor at South Atlantic Capital Management Group, INC., based in Wilmington, NC, with 16 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $59M 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
For balanced accounts, the fee schedule is 1.0% for non-fixed-income assets and 0.5% for fixed-income assets for accounts up to $5,000,000 and negotiable above that. South Atlantic Capital may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where South Atlantic Capital deems it appropriate under the circumstances.
Fee Estimator
Location
Lumina Station, 1900 Eastwood Road, Suite 14, Wilmington, NC, 28403
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Regulatory History (1)
Regulatory
August 2012Employment History
Current Registrations
South Atlantic Capital Management Group, INC.
State Registrations2 states
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