| 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.
125 3rd Avenue North, Franklin, TN, 37064
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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 →Travis is a managing director and landlord for Old House Investments, LLC, a rental property, dedicating a few hours per week. He also has ownership stakes in several other companies, including restaurants, a bookstore, and office space.