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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
You'll pay a monthly or quarterly fee based on the value of the assets managed. The maximum annual fee is 2.75% on the first $250,000, 2.50% on the next $250,000 (assets between $250,001 and $500,000), 2.25% on the next $500,000 (assets between $500,001 and $1 million), and 2.00% on assets over $1 million. These fees may be negotiable. There is a minimum account requirement of $25,000, but this may be waived at the advisor's discretion.
Areas of Practice
Advisor Information
Office location
1600 Pennsylvania Ave., Mcdonough, GA, 30253
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
Aldeen is an APR Associate, onboarding new prospects and managing accounts, spending about 10-20% of his time, but none during trading hours. He is also the president of Wyngate POA, a homeowner's association, dedicating about a quarter of his time, some of which occurs during securities trading hours.