| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Minimum quarterly fee of $2,000 for Wealth Management.
1927 1st Avenue North, 10th Floor, Birmingham, AL, 35203-4103
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Learn about disclosures →Michael is involved in several business activities, including HR benefits management, business consulting, municipal advisory services, wealth management, and securities-related transactions. He also serves on the Alabama Symphony Orchestra Endowment Board.