| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Advisory fees are negotiable up to 2% based on facts and circumstances.
350 Leavell Circle, Montgomery, AL, 36117
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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 →Lisa is appointed with Highland Capital for non-variable insurance, dedicating minimal time. She also provides investment advisory services through Invista Advisors, spending about 10-20% of her time on this activity, and is an active writing agent for Advanced Risk Management Concepts, LLC, also for non-variable insurance, dedicating minimal time.