| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees over $2,000,001 are negotiated. The Model Portfolio program has slightly different tiers, but the highest rate is used for the last tier.
521 President Clinton Ave., Suite 800, Little Rock, AR, 72201
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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 →Garrison is an officer of Gilmer Rosier Holdings LLC, an investment holdings company started in 2019, requiring minimal time. He also works as an analyst for FMI, an affiliate investment-related business, dedicating a few hours per week to analytical, trading, and report presentation support.