Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary based on the IAR and services provided. Financial planning is billed hourly, ranging from $150 to $250 per hour. Portfolio management fees are negotiable, up to a maximum of 1.25% annually, billed quarterly in advance. Institutional advisory service fees are individually negotiated. Minimum annual fee of $5,000 for Full Service 3(21) and 3(38) Programs. Some clients' fee schedules are based on prior contractual arrangements and/or historical fee schedules that differ from our current fee arrangements.
Areas of Practice
Advisor Information
Office location
1551 Jennings Mill Road, Suite 1200A, Watkinsville, GA, 30677
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
Donald is involved with Stone Barn Portfolios, providing web-based investment research and model portfolios, participating in research/model portfolio testing and podcasts. He spends a few hours per week on this activity.