| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Minimum fee requirement and account size is $2,000 and $500,000 respectively and may be waived at our sole discretion.
333 East Broadway Ave, 4th Floor, Maryville, TN, 37804
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Learn about disclosures →Jonathan is a certified public accountant and principal of Jonathan K. Dockery, CPA, PLLC, providing accounting and tax preparation services. He dedicates about 10-20% of his time to his accounting practice.