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.
104 Lakeshore Dr, Harrison, AR, 72601
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Learn about disclosures →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.