| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.25% |
Fees are inclusive of any sub-adviser or TPMM fees.
56 Hunter Street, Suite 230, Apex, NC, 27502
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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 →Justin is the CEO of TNT Carpet Cleaning, LLC, a general partner in Ocean Treasures Topsail, LLC (vacation rentals), and a general partner in JC FLP (family partnership involved in real estate and other investments). He also owns Wealth CAPS, Inc. where he sells life, disability, long-term care, and related insurance products, dedicating a few hours per week during trading hours and a few hours per week outside of trading hours.