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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Minimum fee requirement and account size is $2,000 and $500,000 respectively and may be waived at our sole discretion.
Fee Estimator
The firm's fee for asset management is based on a percentage of assets managed. The minimum annual fee requirement is $2,000 and the minimum account size is $500,000, but these may be waived at the firm's discretion. Purpose Built Planning has an annual fee ranging from $2,500 to $15,000, negotiable based on complexity. Advisory Consulting Services are billed hourly at $250/hour, also negotiable. Tax preparation is billed at $250/hour.
Areas of Practice
Advisor Information
Office location
333 East Broadway Ave, 4th Floor, Maryville, TN, 37804
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.
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Jonathan is a certified public accountant and principal of Jonathan K. Dockery, CPA, PLLC, providing accounting and tax preparation services. He dedicates about 10-20% of his time to his accounting practice.