Old North State Wealth Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Old North State Wealth Management is a registered investment advisor offering personalized investment and financial planning services. They provide both discretionary and non-discretionary portfolio management, tailoring investment advice to meet individual client needs and objectives. Financial planning services include tax planning, charitable gifting strategies, and risk and insurance analysis. Old North also assists clients in selecting third-party investment advisors.
Assets Under Management$380M
Clients502
Advisors6
Avg. per Client$770K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Certain clients who maintained pre-existing relationships with Investment Advisor Representatives (IARs) prior to their association with the Firm may pay a different fee to Old North. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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