| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000. Using the previous tier's fee percentage for the negotiable tier.
1800 International Park Drive, Suite 190, Hoover, AL, 35243
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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 →Heidi is a managing member of PPS LLC, an entity that owns the commercial building where the firm is located, since 2008. She spends minimal time on building maintenance.