Uwharrie Investment Advisors provides personalized investment management and financial planning services to individuals, high-net-worth clients, businesses, and retirement plans. The firm builds customized portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, typically managing accounts on an authority-to-make-trades-without-asking-first basis. Uwharrie Investment Advisors also offers third-party manager wrap fee programs, retirement plan consulting for employers, limited financial planning, and specific consulting services. As a subsidiary of Uwharrie Capital Corp, the firm is affiliated with a community bank, a broker-dealer, and an insurance agency.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $9.0M | 0.75% |
| $9M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Minimum account size is generally $100,000.