Counterweight Private Wealth
Assets Under Management
$167.8M
Number of Clients
81
Number of Advisors
2
Avg. Portfolio per Client
$2.1M
Avg. Managed per Advisor
$83.9M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Counterweight PW provides investment management and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance, then create a tailored portfolio. They also offer financial planning on topics like retirement, risk management, college savings, and estate planning. They partner with a CPA to offer tax planning and preparation services.
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location
404 N. 3rd Street, Suite 107, Wilmington, NC, 28401
