Overview
- Headquarters
- Little Rock, AR
- Total Firm Assets
- $236 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
Fee Disclosure
Source: 01 06 2026 IPS FORM ADV PART 2A AND 2B FINAL (2026-01-06)
· View brochure text
Latest filing: 03 16 2026 IPS FORM ADV PART 2A AND 2B FINAL (2026-03-16)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.50% |
| $1,000,001 | $2,500,000 | 1.35% |
| $2,500,001 | $5,000,000 | 1.20% |
| $5,000,001 | $10,000,000 | 0.95% |
| $10,000,001 | $15,000,000 | 0.75% |
| $15,000,001 | and above | 0.65% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $65,250 | 1.30% |
| $10 million | $112,750 | 1.13% |
| $50 million | $377,750 | 0.76% |
| $100 million | $702,750 | 0.70% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 53.41%
- Number of High-Net-Worth Clients
- 47
- Total Client Accounts
- 1,003
- Discretionary Accounts
- 910
- Non-Discretionary Accounts
- 93
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 318010
- 03 16 2026 IPS FORM ADV PART 2A AND 2B FINAL (2026-03-16) · View brochure text
- 01 06 2026 IPS FORM ADV PART 2A AND 2B FINAL (2026-01-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗