| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
333 West Vine Street, Suite 1740, Lexington, KY, 40507
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 →David is the owner operator of Seven Stones Farm, LLC, dedicating a few hours per week. He also serves in an advisory role as a board member for Worldwide Equipment Enterprises, Inc. and as a board of trustee member for the University of Pikeville, spending minimal time on each.