| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees over $2,000,001 are negotiated. The Model Portfolio program has slightly different tiers, but the highest rate is used for the last tier.
314 N. Spring Street, P. O. Box 1009, Searcy, AR, 72145
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Learn about disclosures →David works as a loan officer at First Security Bank, spending nearly full-time originating loans. He also holds various volunteer positions, including Vice-President & Board Member for Habitat for Humanity, Finance Chair for a House of Rep seat campaign, Board member for McRae Elementary School PTO, and Treasurer/Board Member for Main Street Searcy.