Overview

Headquarters
Ridgeland, MS
Total Firm Assets
$147 million
Average High-Net-Worth Client Portfolio Size
$3.6 million

Fee Disclosure

Source: SEC ADV PART 2A & 2B (2026-07-30) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $1,000,000 1.25%
$1,000,001 and above 1.00%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $13,750 1.38%
$5 million $53,750 1.08%
$10 million $103,750 1.04%
$50 million $503,750 1.01%
$100 million $1,003,750 1.00%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
59.05%
Number of High-Net-Worth Clients
24
Total Client Accounts
343
Discretionary Accounts
343

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number
175254

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

Frequently Asked Questions