How is Tarheel Advisors compensated for its services?
We charge an annual fee based on the percentage of assets we manage. This management fee is quoted as an annual percentage basis, but is calculated and billed quarterly in arrears. For example, a 1% annual fee would amount to .25% on a quarterly. Also, unlike Broker / Dealers, as a Registered Investment Advisory (RIA) firm, Tarheel Advisors, LLC does not accept any additional commissions or other forms of compensation from investment product providers or financial institutions. This transparency helps us avoid any potential conflicts of interest when recommending specific investment products, and also leads to the recommendation of the lowest cost investment securities that are stripped of all sales loads and trails.
