Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees may be negotiable at our discretion.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management, billed quarterly. The minimum annual fee is $10,000, but this may be waived or negotiated. Private Client and Family Office services have fixed fees starting at $10,000 and $20,000 respectively, plus variable fees based on assets managed. Financial planning services are also available on a project or hourly basis, ranging from $2,500 to $10,000 or $50 to $200+ per hour. The minimum investment is $1,000,000, but this may be waived.
Areas of Practice
Advisor Information
Office location
1080 Interstate Drive, Cookeville, TN, 38501
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wayne is an owner and investment advisor representative at Cravens & Company Advisors, LLC, dedicating full-time hours. He also owns Cravens & Company, LLC, focusing on insurance sales and service, and is involved in multiple real estate development and management LLCs, spending minimal time on these activities.