| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fees are negotiable.
820 Shades Creek Parkway, Suite 3200, Birmingham, AL, 35209
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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 →Samuel is the owner and sole proprietor of Johnson Sterling Inc, a registered investment advisor, dedicating nearly all of his time to it. He also owns Johnson Sterling Consulting Inc, an insurance consulting business, dedicating about 10-20% of his time to it.