Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fee Estimator
Fees vary depending on the service. Financial planning ranges from $2,500 to $50,000 as a fixed fee or $250 to $500 hourly. Asset allocation services range from $1,000 to $12,000. Investment consulting/portfolio monitoring ranges from $500 to $50,000 or 0.25% to 1.50% of assets monitored. Consulting services to advisors range from $250-$500 per hour or $2,500 to $50,000 fixed. The firm generally requires an account minimum of $500,000, which may be waived.
Areas of Practice
Advisor Information
Office location
61 Atlanta Street Se, Marietta, GA, 30060
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theodore offers financial and estate planning under Yeomans Consulting Group, Inc. and manages Patriot Financial Services, Inc. He also provides life and health insurance products through Patriot Financial Services, Inc., dedicating about 10-20% of his time to managing the firm and minimal time to insurance sales.