Olde Raleigh Financial Group is a registered investment advisor that provides integrated wealth management, ongoing portfolio management, and financial planning services primarily to individuals and families, including multi-generational families. The firm manages investment accounts on a discretionary basis, designing customized investment strategies using a mix of individual United States stocks, exchange-traded funds, mutual funds, cash, and fixed-income investments. Olde Raleigh Financial Group also provides financial planning services covering personal consultations, cash flow analysis, retirement planning, estate planning considerations, insurance needs, and recommendations for held-away accounts like 401(k) plans. Financial planning is typically included at no additional charge for clients engaging the firm for ongoing investment advisory services. The firm operates with a standard minimum account size of $1,000,000, though this minimum may be waived or reduced in certain circumstances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Under the standard schedule, the annual advisory fee will not exceed 2.00% per year. Fees are negotiable based on factors such as account size, services requested, and overall relationship.