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 $3.0M | 1.45% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
The firm charges an annual fee based on a percentage of assets under management, as detailed in the fee schedule. Fees are billed quarterly or monthly in arrears. Financial planning and consulting services are offered for a fixed fee, ranging from $2,500 to $75,000, depending on the complexity and scope of the services. The firm may earn commissions as insurance agents, creating a potential conflict of interest.
Areas of Practice
Advisor Information
Office location
406 Enterprise Drive, Oxford, MS, 38655
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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