Piedmont Capital Asset Management is an investment advisor in Richmond, Virginia. Piedmont Capital offers discretionary portfolio management services tailored to each client's needs and objectives. Piedmont Capital monitors portfolios and rebalances them as needed. Clients grant Piedmont Capital the authority to make investment decisions without prior approval, though clients can set restrictions. Piedmont Capital primarily advises on mutual funds, bond funds, and individual bonds.
Assets Under Management$43M
Clients20
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable within the 0.80% to 1.00% range. Cash and cash equivalents are included when calculating the firm's advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...