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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees negotiable for accounts over $3,000,000. Some legacy clients may be subject to a different fee schedule.
Fee Estimator
The fee for portfolio management is based on a percentage of assets managed, according to a tiered schedule. For assets over $3,000,000, the fee is negotiable. Financial planning services are billed hourly, up to $300/hour, depending on the plan's scope and complexity. Pension consulting fees range from 0.60% to 1.00% of plan assets under advisement. Some legacy clients may have different fee schedules.
Areas of Practice
Advisor Information
Office location
9724 Kingston Pike, Suite 505, Knoxville, TN, 37922
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 Activities
Donald serves as an Assistant Division Commander in the US Army Reserve since 2001. This activity is not investment-related and may involve about 10-20% of his time, including during business hours.