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 | 2.50% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.50% |
Fee Estimator
Financial planning fees are either fixed (up to $5,000) or hourly ($500/hour for IAR, $100/hour for Para-planner, $50/hour for admin support). Consultation fees are up to $500/hour or fixed ($500-$5,000). Ongoing consultations are fixed fees ($5,000-$15,000 annually). 401(k) pension consulting has tiered AUM fees. Asset management fees follow a schedule outlined below and may be negotiable. A minimum of $250,000 is generally required to open an asset management account, but exceptions can be made.
Areas of Practice
Advisor Information
Office location
1635 Huntsville Highway, Fayetteville, TN, 37334
Get directionsRegulatory History (2)
Investigation
February 2025Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Jeffrey is an Investment Adviser Representative at Southern Heritage Financial Group and owner of Heritage Wealth Management, an independent RIA, dedicating full-time and about half his time respectively. He also works part-time for Florida College as a Special Assistant to the President, and sells insurance and fixed annuities a few hours per week.