| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.40% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
All fees are negotiable at our sole discretion.
6 Cadillac Dr., Suite 300, Brentwood, TN, 37027
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Phillip is a 15% shareholder and involved in business development for Endelogy, LLC, a farming and cultivation business, dedicating a few hours per week. He is also a passive investor (less than 1% shareholder) in Hemp Tenn, a registered private investment.