Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
There is no charge for financial planning services. Fees for Other Investment Advisory Services and CRP Services range from 0.25% to 1.25% annually, but are negotiable. When these services are provided to fixed income portfolios, the fees range from 0.10% to 1.25%, but are negotiable. These fees are billed quarterly in arrears, based on the market value of the plan or account assets.
Areas of Practice
Advisor Information
Office location
4990 Poplar Avenue, 3rd Floor, Memphis, TN, 38117
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
Karen refers bank customers to the firm and its affiliated entities for investment-related sales of investment products, insurance, annuities, and advisory services, while primarily focusing on the sale of banking products. She also owns rental property with family, is a trustee for her father's estate (dedicating about 10-20% of her time), and is an officer of TwillDo, LLC, a family limited partnership holding property.