Overview
- Headquarters
- Memphis, TN
- Total Firm Assets
- $202 million
- Average High-Net-Worth Client Portfolio Size
- $3.1 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: ADV PART 2A (2025-03-30)
· View brochure text
Latest filing: ADV PART 2A (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.50% |
| $1,000,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $55,000 | 1.10% |
| $10 million | $105,000 | 1.05% |
| $50 million | $505,000 | 1.01% |
| $100 million | $1,005,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 82.07%
- Number of High-Net-Worth Clients
- 53
- Total Client Accounts
- 474
- Discretionary Accounts
- 452
- Non-Discretionary Accounts
- 22
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 164746
- ADV PART 2A (2026-03-30) · View brochure text
- ADV PART 2A (2025-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗