| 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
Get directionsDonald is a partner in Amos Acres LLC and has 50% ownership in Sherman Oaks LLC, both real estate related. He also serves as a Portfolio Committee Member for Arkansas State University, COO for First Security Finance, and Chairman for Bond Dealers of America, dedicating a few hours per week to each.