| 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.
521 President Clinton Ave., Suite 800, Little Rock, AR, 72201
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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 →Carter is involved in three outside business activities. He works in sales for First Security Finance, is the owner of Rook Holdings LLC (residential property), and owns part of C&A FAB d/b/a Chute Outdoors, spending minimal time on the latter two.