Overview
- Headquarters
- Knoxville, TN
- Total Firm Assets
- $606 million
- Average High-Net-Worth Client Portfolio Size
- $10.0 million
Fee Disclosure
Source: FORM ADV PART 2A & 2B (2026-01-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | and above | 0.35% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $44,000 | 0.88% |
| $10 million | $74,000 | 0.74% |
| $50 million | $214,000 | 0.43% |
| $100 million | $389,000 | 0.39% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 72.61%
- Number of High-Net-Worth Clients
- 44
- Total Client Accounts
- 418
- Discretionary Accounts
- 417
- Non-Discretionary Accounts
- 1
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 312899
- FORM ADV PART 2A & 2B (2026-01-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗