| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
8401 Clarks Branch Drive, Raleigh, NC, 27613
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Learn about disclosures →Chip is a principal of Beacon Financial Strategies and serves as the firm’s investment portfolio manager. He grew up in Franklinton, North Carolina, and received his business management degree from North Carolina State University. Chip also has a Masters in Business Administration from East Carolina University. In addition, Chip is a CERTIFIED FINANCIAL PLANNER™ practitioner.