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 - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for assets exceeding $2,000,000.
Fee Estimator
Asset management fees are based on a percentage of your portfolio's value. For financial planning and consultations, fees are charged hourly ($200/hour, $200 minimum) or as a flat fee (e.g., $2,000 for a comprehensive financial plan). Asset management fees are negotiable for assets exceeding $2,000,000. A minimum account balance of $500,000 is required for asset management.
Areas of Practice
Advisor Information
Office location
6151 Shallowford Road, Suite 102, Chattanooga, TN, 37421
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 is an investment partner and owner of a commercial building containing office suites. This activity is not investment-related.