Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers various investment management services, including wrap fee programs and advisory services. Fees vary based on the program chosen, the amount of assets managed, and the rate negotiated with your Financial Professional. Minimum account sizes vary by program. Clients also pay separately for trade execution and third-party sub-advisors in non-wrap advisory services.
Areas of Practice
Advisor Information
Office location
200 Galleria Parkway Se, Suite 1880, Atlanta, GA, 30339
Get directionsRegulatory History (2)
Customer Dispute
May 2014Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Jeffrey is the founder/partner of Crescent Wealth Advisory, LLC, a fee-based investment advisory firm, dedicating about a quarter of his time. He is also a partner/principal at Crescent Wealth Management, Inc., focusing on sales and marketing for fixed life insurance, which takes nearly full-time hours, and a passive owner of Lion Street, an insurance producer group.