| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1000K | 1.50% |
| $1M+ | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances, and may be quoted as a fixed fee for smaller accounts.
1100 Logger Ct, #B101, Raleigh, NC, 27609
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Tommy owns First Financial Group, selling fixed insurance and securities, dedicating nearly full-time hours to it. He also works as a boat captain and sells merchandise/music for Island Hopper Charters, LLC, and is on the Board of Trustees for East Carolina University, and sells food supplements for AKEA LLC, dedicating minimal time to each of these activities.