| 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 →Jason is the owner of Parkway Partners, LLC, an investment-related LLC formed in 2019 to invest in private bank stock and potentially other real estate. He is also a board member of The Bullpen Foundation, a non-profit organization supporting youth athletic programs, since 2022.