| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
For clients that transition to the Firm due to their advisor joining the Firm, previously contracted fee schedules will be honored, when possible.
100 Church Street, Suite 500, Huntsville, AL, 35801
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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 →Blake is a board member for SORBA Huntsville, a non-profit bicycling association, and coordinates volunteers, dedicating minimal time. He is also the Board Member-Treasurer for the Nashville Chamber Music Society, a non-profit supporting chamber music, and helps track donations and expenses, also dedicating minimal time.