| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable in certain instances.
2915 Bob Wallace Ave, Suite A, Huntsville, AL, 35805
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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 →Elizabeth is a 50% owner and manager of Bearden, Stroup & Associates, CPAs LLC, dedicating full-time hours to its operations. She also serves as a trustee for Wall Highway Baptist Church Inc and works as a contractor for LifeCourse Capital LLC, selling annuities and direct mutual funds, and performing RIA work, taking about 10-20% of her time.