| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees over $2,000,001 are negotiated. The Model Portfolio program has slightly different tiers, but the highest rate is used for the last tier.
521 President Clinton Ave., Suite 800, Little Rock, AR, 72201
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Learn about disclosures →James serves on the board of directors for Merchants & Planters Bank since 2009, providing advice on asset liability management. This requires minimal time commitment.