| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067
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 →Michael works as a financial planner for Dobyns Wealth Team. He is also a registered branch associate for SageSpring Wealth Partners and Southwestern Investment Group, dedicating about half of his time to each of these roles.