Tarheel Advisors offers wealth management services where they manage your investments. They invest in stocks, bonds, ETFs, and mutual funds. They also provide financial planning services, typically for their wealth management clients. Tarheel Advisors also provides retirement plan consulting for businesses and business advisory services.
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
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% |
Fees are subject to negotiation at the sole discretion of the advisor. Cash Management Account fee is 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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