| 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 →Elizabeth is the President and CCO of Johnson Sterling Inc, a registered investment advisor, dedicating nearly all of her time to this role. She is also the President of Johnson Sterling Consulting, Inc., providing group disability and life insurance consulting, taking about 10% of her time.