Piedmont Investment Advisory provides investment advice and manages portfolios for high-net-worth individuals, pension and profit-sharing plans, hedge funds, and other pooled investment vehicles. Piedmont generally recommends publicly traded stocks and bonds, and may use equity derivatives to reduce risk. Piedmont tailors its services to each client's needs and risk tolerance. Clients can place restrictions on their investments.
Fee Structure
Piedmont Investment Advisory charges a percentage of the value of your portfolio. These fees typically range from 0.50% to 1.00% per year. The exact fee is determined on a client-by-client basis and is negotiable. Fees are usually charged quarterly, but other arrangements can be made. Fees are paid in advance, based on the prior quarter's ending value.