Tarheel Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$137,773,753
Total clients
138
41% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
69
Average account size
$998,361
About
Tarheel Advisors, LLC provides discretionary wealth management and full-service financial planning to individuals, families, trusts, retirement plans, non-profits and corporations. The firm also offers retirement plan consulting, participant enrollment meetings, business advisory services, and publishes a retirement-planning book and educational course used in client education.
The firm builds customized portfolios based on client goals and risk tolerance, using macro, micro and fundamental analysis and emphasizing diversification across stocks, bonds, ETFs, mutual funds and cash instruments. Tarheel typically operates with discretionary authority, uses Charles Schwab Institutional custody and Orion reporting, and sends quarterly executive summaries with annual financial plan updates.
Tarheel’s practice is notable for combining individual wealth management with institutional retirement-plan work and business consulting, including ongoing plan reviews and administrative assistance that go beyond typical retail-focused services. Its publishing and educational offerings, together with a client mix concentrated among engineers and business owners who hold a substantial share of assets, create a blend of advisory, institutional and educational capabilities that is less common among peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 0.75% $1,000,000 - $2,500,000: 0.65% $2,500,000 - $5,000,000: 0.55% $5,000,000 - $10,000,000: 0.45% $10,000,000+: 0.35%
$300/hour for financial review and full financial plan; no additional fee for Wealth Management clients
Account minimum: $250,000
Main office location
Tarheel Advisors, LLC
600 Market St, Ste G2
Chapel Hill NC 27516, United States
Number of offices
4
Most active in
North Carolina
Disclosures
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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