Overview
- Headquarters
- Mobile, AL
- Total Firm Assets
- $323 million
- Average High-Net-Worth Client Portfolio Size
- $4.3 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: AULL & MONROE ADV PART 2A BROCHURE (2026-03-23) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,000 | 0.84% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 78.43%
- Number of High-Net-Worth Clients
- 59
- Total Client Accounts
- 417
- Discretionary Accounts
- 417
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 104830
- AULL & MONROE ADV PART 2A BROCHURE (2026-03-23) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗