Orville Igharas is a registered investment advisor at Piedmont Capital Management, LLC, based in Greenboro, NC, with 11 years of industry experience. Orville operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 99 clients with $410M 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 $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for amounts over $50 million. Separate account managers may charge an additional 0.30% - 1.30%.
Fee Estimator
Location
800 Green Valley Rd., Ste 203, Greenboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Piedmont Capital Management, LLC
Previous Registrations
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
Colton Groome Financial Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.