| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule can be negotiated on a case-by-case basis.
2 Maryland Farms, Suite #129, Brentwood, TN, 37027
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Bart is a tax preparer through Investment Planners, PLLC, spending minimal time on it, and also handles fixed insurance sale renewals, also spending minimal time. These activities are conducted outside of the office.