| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fees are negotiable.
820 Shades Creek Parkway, Suite 3200, Birmingham, AL, 35209
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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 →Joy serves as power of attorney for her mother and trustee of her daughter's trust. She also participates in the Kiwanis Club and the Homewood Public Library Foundation Board, and works as a sales associate for Realty Benefit Services and Dergalis Associates LLC, dedicating a few hours per week to each.