Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees for comprehensive financial plans are based on the complexity of the individual situation and are disclosed in a client’s written agreement. Fees are payable in three installments: one-third upon signing the engagement letter, one-third upon completion of the first draft, and one-third upon completion of the final draft. Services are also offered through hourly consultation, with rates disclosed in a client's written agreement.
Areas of Practice
Advisor Information
Office location
Five Concourse Parkway, Suite 3000, Atlanta, GA, 30328
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 Activities
David is a CPA and prepares tax returns. This activity takes about 10-20% of his time, including during trading hours.