Private Wealth Management Fees & Minimum

Overview

Headquarters: Memphis, TN
Total Firm Assets: $832 million
Average High-Net-Worth Client Portfolio Size: $9.5 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: ADV PART 2 (2026-03-13) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	0.75%
$1,000,001	$5,000,000	0.45%
$5,000,001	$10,000,000	0.40%
$10,000,001	$15,000,000	0.35%
$15,000,001	$20,000,000	0.25%
$20,000,001	$30,000,000	0.15%
$30,000,001	$50,000,000	0.10%
$50,000,001	$75,000,000	0.07%
$75,000,001	$100,000,000	0.05%
$100,000,001	and above	0.03%

Stated Minimum Annual Fee: $6,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$7,500	0.75%
$5 million	$25,500	0.51%
$10 million	$45,500	0.46%
$50 million	$110,500	0.22%
$100 million	$141,750	0.14%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 97.01%
Number of High-Net-Worth Clients: 85
Total Client Accounts: 571
Non-Discretionary Accounts: 571

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 120823

ADV PART 2 (2026-03-13) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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