| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiated.
1288 Marsh Springs Rd., Collierville, TN, 38017
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Joshua owns Ax House, LLC, an entertainment company unrelated to finance or investing. He dedicates about half his time to this venture, working evenings and weekends.