| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.25% |
Fees may be waived or reduced at the firm's discretion. Some clients may pay lower fees due to different fee arrangements.
1550 N. Mt. Juliet Rd., #102, Mt. Juliet, TN, 37122
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Learn about disclosures →Mariafearlene is a self-employed insurance agent since 1996, but devotes minimal time to this business. This activity is not investment-related.