| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.75% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 1.25% |
Fees may be negotiable, but will never exceed 2.75%.
1810 Ward Drive, Suite 102, Murfreeesboro, TN, 37129
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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 →Beverly sells life, health, disability, and long-term care insurance, dedicating about 10-20% of her time to this activity. She also co-owns rental real estate and is a registered investment advisor, spending nearly full-time providing financial planning and asset management.