| 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.
2694 West Oxford Loop, Oxford, MS, 38855
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Learn about disclosures →Andrew has numerous business activities, including ownership and management roles in various LLCs and corporations related to business consulting, risk management, real estate, marketing, and private pooled investment vehicles. He also sells life, accident, health, and property & casualty insurance through Addicus Risk Management, LLC.