| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable in certain instances.
Spring Hill, TN
Get directionsDenny works as an investment adviser representative for Southern Heritage Financial Group and Heritage Wealth Management, LLC, spending well over full-time hours on these activities. He also sells fixed insurance products and works as a consultant in the music industry, dedicating a few hours per week to each.