| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
All fees are negotiable at our sole discretion. For accounts over $5,000,000, they may move to a flat fee schedule.
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
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Learn about disclosures →Stephen is a partner at Navix Holdings, LLC, and managing partner at Palmares Capital Partners, LLC, an investment firm. He also holds leadership positions with Business Executives for National Security and City Academy of Atlanta, dedicating minimal time to each of these roles.