Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are typically based on a percentage of assets under management (AUM). Hourly analysis, audit fees, and retirement plan administration fees may be billed separately under different agreements. The sample fee schedule provided is for illustrative purposes only, and actual fees may vary for each Investment Adviser Representative (IAR). However, in no cases will the maximum fee charged to a client at any level exceed 0.80% (8/10 of 1%). A retainer agreement has a minimum fee of $1,000 billed at a rate of $200 per hour. The hourly rate for limited scope engagements is $300.
Areas of Practice
Advisor Information
Office location
Hendrickson Building - Suite 207, P.O. Box 1728, Harlan, KY, 40831
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.
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Ancil is a self-employed, full-time certified public accountant. He also serves as a volunteer director for Highland Cemetery, Inc. and as treasurer for First Baptist Church, dedicating minimal time and a few hours per week, respectively.