Piedmont Private Wealth, based in Raleigh, NC, offers tailored investment advice and portfolio management. Services include discretionary portfolio management, asset allocation, and financial planning. They may invest client assets in model portfolios managed by an unaffiliated investment manager. Financial planning services cover a range of topics, from broad-based planning to single-subject consultations. Clients are responsible for implementing asset allocation recommendations.
Assets Under Management$110M
Clients56
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$110M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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