| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.00% |
| $10.0M - $25.0M | 0.00% |
| $25M+ | 0.00% |
Fixed Income Investment Grade: Fees negotiable on market values in excess of $25 million. High-Yield: 0.5 of 1% of assets under management. Equity and Balanced: 0.60 of 1% on the first $10 million in assets, 0.50 of 1% on the next $15 million in assets, 0.40 of 1% on the next $25 million in assets, 0.30 of 1% on the next $50 million in assets.
40 Burton Hills Blvd, Suite 230, Nashville, TN, 37215-6104
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