Private Wealth Management of North Carolina LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Private Wealth Management of North Carolina (PWM of NC) provides investment management, financial planning, and consulting services to individuals, families, and businesses. PWM of NC manages investment portfolios, creates financial plans covering retirement, insurance, tax, and education planning. PWM of NC may recommend third-party investment managers. PWM of NC does not provide tax or legal advice.
Assets Under Management$150M
Clients348
Advisors3
Avg. per Client$420K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Minimum account size is $1,000, but PWM of NC may waive this.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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