Overview
- Headquarters
- Vestavia, AL
- Total Firm Assets
- $528 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: 2026 ADV PART 2-REVISED (2026-09-28) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | Up to 1.25% |
Stated Minimum Annual Fee: $6,250
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $62,500 | 1.25% |
| $10 million | $125,000 | 1.25% |
| $50 million | $625,000 | 1.25% |
| $100 million | $1,250,000 | 1.25% |
Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 68.44%
- Number of High-Net-Worth Clients
- 127
- Total Client Accounts
- 1,219
- Discretionary Accounts
- 1,219
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 119670
- 2026 ADV PART 2-REVISED (2026-09-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗