Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are based on a percentage of assets under management, with rates decreasing as the portfolio size increases (see table above). The firm generally requires a minimum initial investment of $200,000, but this may be waived or reduced. Financial planning services are offered at an hourly rate of $150. Planning fees may be reduced or waived if the firm manages your portfolio account.
Areas of Practice
Advisor Information
Office location
104 Lakeshore Dr, Harrison, AR, 72601
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 ActivitiesSells Insurance
Jeffrey owns Fountain Financial & Tax Services, Inc., dedicating about 10-20% of his time to tax preparation, bookkeeping, and payroll services, and minimal time to correspondence. He is also licensed to sell life, long-term care, and health insurance in Arkansas, spending a few hours per week on this and earning commissions.