| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
For clients that transition to the Firm due to their advisor joining the Firm, previously contracted fee schedules will be honored, when possible.
100 Church Street, Suite 500, Huntsville, AL, 35801
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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 →Edward is a Director on the Board for the Huntsville Hospital Foundation, a non-profit organization, since June 2023. He dedicates minimal time to corporate oversight and serving on the investment committee.