Emily Sumner is a CFA-designated registered investment advisor at Gilder Partners for Growth, LLC, based in Raleigh, NC, with 5 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment 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 $50.0M | 0.30% |
| $50M+ | 0.30% |
The firm also offers portfolio advisory services for a fee of 0.30% on total assets under advisement. The Firm may negotiate a lower fee for client accounts subject to the performance-based fee.
Fee Estimator
Location
1 Glenwood Avenue, 5th Floor, Wework, Raleigh, NC, 27603
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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
Gilder Partners for Growth, LLC
State Registrations1 state
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