Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees negotiable for accounts over $3,000,000. Some legacy clients may be subject to a different fee schedule.
Fee Estimator
The fee for portfolio management is based on a percentage of assets managed, according to a tiered schedule. For assets over $3,000,000, the fee is negotiable. Financial planning services are billed hourly, up to $300/hour, depending on the plan's scope and complexity. Pension consulting fees range from 0.60% to 1.00% of plan assets under advisement. Some legacy clients may have different fee schedules.
Areas of Practice
Advisor Information
Office location
9724 Kingston Pike, Suite 505, Knoxville, TN, 37922
Get directionsRegulatory History
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