| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $4.0M | 0.40% |
| $4M+ | 0.25% |
Fees may be waived or reduced at the firm's discretion. Some clients may pay lower fees due to different fee arrangements.
725 Cool Springs Blvd, Suite 600, Franklin, TN, 37067
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Learn about disclosures →Lawrence is the owner of Crown Financial Concepts in Lewisburg, TN, where he provides tax consulting and preparation services. He spends minimal time per week on this activity.