| 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 amounts over $3,000,000.
9724 Kingston Pike, Suite 505, Knoxville, TN, 37922
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Learn about disclosures →Donald serves as an Assistant Division Commander in the US Army Reserve since 2001. This activity is not investment-related and may involve about 10-20% of his time, including during business hours.