Piedmont Capital is compensated only by fees paid directly by our Clients. We receive no commissions, no third-party payments, and have no financial interest in any services or investment products we employ for our Clients.1
Thus, to ensure that we remain able to provide the highest quality of service to our Clients, for each of our core services, we offer the following:
Portfolio Management, including Advisor Selection 2 , 3
Fees are debited from Clients' accounts according to the following schedule:
|Assets Under Management
|$1,000,001 - $2,000,000
|$500,001 - $1,000,000
|$100,001 - $500,000
|Up to $100,000
1. Please see our Registered Investment Advisor filing, Form ADV, Part II for complete information regarding fees. A copy of the Form ADV, Part II is available on request.
2. Certain transactions may incur a nominal trading expense. In the interest of full disclosure, we mention this potential cost, however, incidence of this charge is rare.
3. minimum of $100,000 of liquid investable assets required to initiate service, subject to exceptions based on facts and circumstances
Family Office Services
Fees are billed according to each unique situation.