| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable for accounts over $1,250,000.
4403 S Thompson St, Ste 1, Springdale, AR, 72764
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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 →Caleb is a registered representative with DMK Advisor Group, spending minimal time selling securities. He also owns Shamrock LLC, which owns his advisory business, and devotes all his work hours to it.