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Fee Schedule

First $1 Million 1.00%

Per Annum
Next $2 Million .75%

Per Annum
Next $2 Million .70%

Per Annum
Next $5 Million .65%

Per Annum
Over $10 Million .60%

Per Annum

1300 BROAD STREET, STE. 303 • CHATTANOOGA, TN 37402 • (423) 756-0125

WEALTH MANAGEMENT · ASSET MANAGEMENT · FINANCIAL PLANNING · ESTATE PLANNING

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Home
Our Team
How We Work
News and Info
- Perspectives
- Fee Schedule
Form CRS & Disclosure Brochure
- Form CRS
- Disclosure Brochure
Contact Us