JM
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
334 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$343.1M
Fee Structure
Minimum Investment:$500K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Financial Plan Fee:$2,000
Hourly Rate:$200/hr
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
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
Johnson City, TN
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Guardian Wealth Management, LLC
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
Highlands Wealth Management
March 2022 - April 2023 · 1 yr 1 mo
Q3 Advisors, LLC
April 2021 - July 2021 · 3 mos
Bcs Financial, LLC
October 2006 - October 2014 · 8 yrs
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.