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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	Annualized Fee
Over $2,000,000	Negotiable
$1,000,001 - $2,000,000	1.00%
$500,001 - $1,000,000	1.10%
$100,001 - $500,000	1.25%
Up to $100,000 ⁴	1.60%

1. For Clients seeking insurance products, upon request and where appropriate, Piedmont Capital Asset Management LLC may suggest various independent insurance brokers. Insurance products are commissionable transactions.
2. 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.

3. Certain transactions may incur a $20 trading expense. In the interest of full disclosure, we mention this potential cost, however, incidence of this charge is rare.
4. minimum of $100,000 of liquid investable assets required to initiate service, subject to exceptions based on facts and circumstances

Financial Planning

Fees are billed at $200 per hour. An estimate of the total time/cost to be determined prior to the start of work; 50% of the total estimated fee must be paid in advance.

Family Office Services

Fees are billed according to each unique situation.