| 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.
105 East 9TH Street, Mountain Home, AR, 72653
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 →Anthony owns rental property in Little Rock, AR, and operates Lazy Drifter Guide Service as a fishing guide. He also dedicates time to various community and church organizations, including the Methodist Men of Maumelle, Arkansas Action Coalition, Maumelle Youth Council, and First United Methodist Church.