| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.40% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
All fees are negotiable at our sole discretion.
6 Cadillac Dr., Suite 300, Brentwood, TN, 37027
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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 →William has ownership stakes in several businesses, including KPMCS, LLC (restaurant), Five Daughters Bakery LLC, Taco Lime, LLC DBA Mojo's Tacos, AB Family, L.P. (real estate), ADM Partnership (real estate), and BDP, LLC (real estate). He dedicates minimal time to each of these ventures.