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 $250K | 1.50% |
| $250K - $1.0M | 1.40% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
All fees are negotiable at our sole discretion.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. Financial planning fees can be hourly, fixed, or a percentage of gross income, as negotiated. Consulting services are typically billed hourly. Clients may incur additional fees related to fund expenses within JP Morgan products or 55ip's platform. All fees are negotiable. There is no stated minimum account size.
Areas of Practice
Advisor Information
Office location
6 Cadillac Dr., Suite 300, Brentwood, TN, 37027
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
David owns rental property and is a passive owner of Orion CFO, LLC, a bookkeeping/accounting firm, dedicating minimal time to each. He is also an owner and Director of Operations for TBH Advisors and a Director for SCC Bancshares, Inc., and serves as a personal trustee, spending about 10-20% of his time on these investment-related activities.