Biltmore Wealth Management creates customized investment portfolios using proprietary investment models tailored to each client's specific goals. The firm offers both discretionary and non-discretionary investment management, meaning it can make trades on your behalf with or without prior approval. Portfolios receive ongoing monitoring and periodic rebalancing. Additionally, Biltmore provides financial planning and consulting services as part of its standard investment advisory fee when requested by the client, and offers cash management assistance through high-yield checking accounts. Biltmore serves individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm primarily allocates assets among individual equity and fixed income securities, mutual funds, and exchange-traded funds, and may utilize advanced strategies such as options, margin loans, and short selling upon request.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are generally negotiable. Financial planning is included upon request.