| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Household accounts may be aggregated for fee discounts.
10602 Timberwood Circle, Suite 13, Louisville, KY, 40223-5367
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 →Earl is involved in several real estate and property management ventures, including managing member roles in various LLCs and a treasurer position in a condo association. He also manages a restaurant through EAEBA, LLC.