Our home office is located in the heart of downtown Clayton, NC, but our team serves clients throughout the greater Triangle and Johnston County areas. We frequently partner with individuals and families in Raleigh, Garner, Smithfield, Knightdale, Fuquay-Varina, Wendell, and surrounding areas. Whether you prefer an in-person meeting in Clayton or a virtual consultation from anywhere in the Mid-Atlantic, we make professional wealth management accessible and convenient.
We never want anyone to think they’re not important to us. We may utilize passive portfolios for accounts under $50,000. Accounts over $50,000 are actively managed in one of our dozens of core strategies. Custom portfolios are also available under certain circumstances.
While we are required to provide a portfolio review at least annually, we try to reach out at least every few months or so as it meets our clients’ needs. We offer periodic newsletters to keep our clients informed on the most recent market and economic news.
We are fiduciaries, which means we have a responsibility to always act in our client’s best interest.
As fee only advisors, we do better when our clients do better. Our fees range from 1.5% for the smallest accounts, to as low as 1.0% for household assets over $1 million. Fees are charged quarterly in arrears and are negotiable for larger portfolios.
- Rich has been serving individual investors and small businesses since 1993.
- Jim has been serving individual investors since 1998. He has worked with institutional clients since 1987.
We have a collaborative approach to client service and can provide for many of the financial and estate planning needs of our clients through our diverse partners across the country.
- Under $100,000 – 1.50%
- $100,000 – $250,000 – 1.40%
- $250,000 – $500,000 – 1.30%
- $500,000 – $750,000 – 1.20%
- $750,000 – $1,000,000 – 1.10%
- $1,000,000 – $3,000,000 – 1.00%
- Over $3,000,000 – 0.85%
Disclaimer: This information does not constitute legal or tax advice. PCIA and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations.
