NC Money Management (NCMM) offers financial planning and investment management services. Financial planning covers investments, budgeting, divorce settlements, retirement, credit, insurance, inheritances, college funding, and tax planning. Investment management includes selecting and trading investments based on a client's risk tolerance and goals. NCMM invests in mutual funds, individual stocks, CDs, and bonds.
Assets Under Management$29M
Clients20
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 5.00% |
| $500K+ | 1.00% |
Fees are negotiable and may exceed 1% for smaller accounts. $1,250 per quarter translates to 5% annually for the $250,000 to $499,999 tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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