Assets Under Management
$605.0M
Number of Clients
160
Number of Advisors
4
Average Client AUM
$3.8M
AUM per Advisor
$151.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fund Direct Advisors is an SEC Registered Investment Advisor offering advisory and consulting services. They work with individuals, high-net-worth individuals, and retirement plans, providing investment selection and ongoing monitoring. Investments are made in mutual funds, ETFs, and individual stocks/bonds, utilizing FI360 software for screening and monitoring.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
All fees are subject to negotiation.
201 State Street, Greensboro, NC, 27408