| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.20% |
Fees may be based on cumulative household assets under management. Certain ERISA rules prevent householding corporate plans with personal assets for fee reductions.
521 President Clinton Avenue, Suite 800, Little Rock, AR, 72201
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Learn about disclosures →Jessica owns Wallace Tile, LLC, a tile design and installation business, since 2018. She spends a few hours per week managing the business's finances.