Piedmont Wealth Advisory provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, charitable organizations, and estates. Financial planning covers areas like investment, retirement, personal savings, and education savings. Investment management is offered on both a discretionary and non-discretionary basis, using mutual funds, ETFs, individual stocks, and bonds. The firm may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Piedmont Wealth Advisory's wealth management fees are paid quarterly, in advance, and can range up to $45,000 annually. The fee depends on the scope and complexity of services, the amount of assets managed, and the overall relationship. There is a $2,500 minimum annual fee. If the firm uses independent managers, the total blended fee will not exceed 2.00% annually.