Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are negotiable, up to 2% annually, based on the amount of assets managed, the scope and complexity of services, and the overall relationship. Financial planning fees range from $500 to $5,000, depending on the complexities involved. Hourly consulting fees range from $200 to $400 per hour, but may exceed $400 in certain circumstances.
Areas of Practice
Advisor Information
Office location
350 Leavell Circle, Montgomery, AL, 36117
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
Lisa is appointed with Highland Capital for non-variable insurance, dedicating minimal time. She also provides investment advisory services through Invista Advisors, spending about 10-20% of her time on this activity, and is an active writing agent for Advanced Risk Management Concepts, LLC, also for non-variable insurance, dedicating minimal time.