Tarheel Advisors, LLC manages investment portfolios and provides comprehensive financial planning for individuals, families, trusts, and businesses. The firm builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and other securities, with decisions made on your behalf without needing your approval for every trade. Tarheel Advisors also offers retirement plan consulting for corporate retirement plans and specialized business advisory services. The firm is owned and operated by Walter Hinson and Ryan Glover, who serve clients primarily in North Carolina.
Assets Under Management$140M
Clients141
Advisors2
Avg. per Client$980K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Cash management accounts are charged 0.25%. Fees are subject to negotiation at the discretion of the advisors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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