| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable in certain instances.
1635 Huntsville Highway, Fayetteville, TN, 37334
Get directionsJeffrey is an Investment Adviser Representative at Southern Heritage Financial Group and owner of Heritage Wealth Management, an independent RIA, dedicating full-time and about half his time respectively. He also works part-time for Florida College as a Special Assistant to the President, and sells insurance and fixed annuities a few hours per week.