| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
For clients that transition to the Firm due to their advisor joining the Firm, previously contracted fee schedules will be honored, when possible.
100 Church Street, Suite 500, Huntsville, AL, 35801
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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 →Andrew is a small shareholder of Merit Bank, a local bank, since 2022. He devotes minimal time to this investment-related activity.