| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable for accounts over $1,250,000.
811 Faulkner Springs Rd, McMinnville, TN, 37110
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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 →Kelvin is the Vice President of Douglas & Lanier Agency Inc., which provides various insurance products, taking about half of his time. He also spends minimal time as a member of D&L Holding LLC (real estate landlord) and a shareholder/investment professional at DMK Advisor Group Inc.