| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.45% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
333 W. Franklin Street, Tupelo, MS, 38804
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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 →Stephen is involved in numerous business activities, including owning rental property, Addicus Risk Management LLC (selling insurance products), Metal Gear LLC (firearms), Integrated Services Group Inc (insurance sales), Addicus LLC (business consulting), Integrated Wealth Management (securities), Addicus Advisory LLC (ORIA), Addicus RP LLC (building rental), Addicus Holdings LLC, S & S Solutions Inc., D&S Real Estate Holdings LLC, Rubicon Capital LLC, and Grove Private Capital LLC. Several of these activities are investment-related and involve significant time commitments.