| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Advisory fees are negotiable up to 2% based on facts and circumstances.
350 Leavell Circle, Montgomery, AL, 36117
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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 →Mary operates under the DBA InVista Advisors for her LPL business and provides investment advisory services through InVista Advisors, an independent investment advisor firm. These activities are investment-related and take up a full-time commitment.