Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. For Unified Managed Accounts and non-UMA asset management, fees range from 0.50% to 2.00% per year, depending on account size and complexity. Financial planning fees can be hourly ($125-$500/hour) or fixed (typically $0-$15,000, but can exceed $100,000). Family office fees are hourly ($125-$500/hour), fixed ($0-$35,000, but can exceed $100,000), or a bundled annual rate (0.50% to 2.00% of assets). Trading costs may vary from 0.02% to 0.15%. All fees are negotiable.
Areas of Practice
Advisor Information
Office location
23 Inverness Center Parkway, Birmingham, AL, 35242
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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