Counterweight Private Wealth is a registered investment advisor founded in 2023 and based in Wilmington, North Carolina. The firm offers active portfolio management and comprehensive financial planning designed to build and preserve client wealth. Investment management services involve analyzing your financial goals, risk tolerance, and current holdings to build a customized portfolio using fundamental analysis, technical analysis, and Modern Portfolio Theory. Comprehensive financial planning covers areas such as retirement, cash flow and debt management, college savings, estate planning, insurance, and employee benefits. In addition, Counterweight Private Wealth offers tax planning and preparation through an affiliated company, Counterweight Tax Services. The firm also serves retirement plan sponsors by acting as an institutional consultant or investment manager under federal retirement plan rules. Counterweight Private Wealth generally requires a minimum account size of $1,000,000 for asset management, though this is negotiable.
Fee Structure
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 at the advisor's discretion. Multiple accounts of immediately related family members at the same mailing address are consolidated for billing.
