| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
510 N Jefferson Ave, Covington, LA, 70433-2640
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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 →Sandra is a notary public, dedicating minimal time to this activity. She also owns and operates Sandy Tackett Travel as a home-based travel agent, spending about a third of her time researching and booking travel for clients.