Piedmont Financial Consulting provides financial planning and investment management services. Financial planning includes cash flow, insurance, college, retirement, estate, and tax planning. Investment management involves selecting investments, choosing model portfolios, building portfolios, and monitoring performance. Piedmont Financial Consulting requires clients to engage in a comprehensive financial plan before managing assets.
Assets Under Management$13K
Clients2
Advisors1
Avg. per Client$6.4K
Avg. per Advisor$13K
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.50% |
| $150K - $250K | 0.50% |
| $250K - $417K | 0.40% |
| $417K - $750K | 0.30% |
| $750K+ | 0.20% |
No fee for assets managed in the first year of a comprehensive financial plan. Fees are billed quarterly, in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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