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 | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
SB Advisory charges fees for portfolio management based on the amount of assets they manage for you. These fees are negotiable, but can be up to 2.50% annually. The firm also offers financial planning services, with comprehensive plans costing up to $15,000 or 1% of assets covered, limited planning at $600/hour, and hourly consulting also at $600/hour. Transaction fees may apply for accounts in the RBC program. The firm's affiliate may receive compensation through mark-ups and revenue sharing arrangements with RBC.
Areas of Practice
Advisor Information
Office location
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184
Get directionsRegulatory History (2)
Judgment / Lien
October 2020Judgment / Lien
November 2019Other Business ActivitiesSells Insurance
Jeffrey is the Vice Chairman of Vision Unlimited, spending minimal time helping mentally ill and drug-dependent people and their families. He also works full-time as an Investment Advisor Representative and insurance agent for Garland Investments, providing investment advisory and wealth management services, as well as insurance risk analysis and coverage.