Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Adhesion Money Management Program charges an annual wrap fee based on assets under management. This fee covers investment advice, portfolio management, asset allocation, rebalancing, transaction execution, and custody. The total wrap fee shall not exceed 2.50%. The fee is comprised of WEG's platform fee, third-party money manager fees (which vary), and a negotiable IAR fee. There is also an optional tax overlay management fee of 0.12% for accounts between $25k-$750k and 0.08% for accounts over $750k. For accounts under $50,000, the ETF Select Model portfolio is offered at a 1.5% annual fee. Fees are negotiable between the client and IAR and are paid quarterly in advance.
Areas of Practice
Advisor Information
Office location
2230 Towne Lake Pkwy, Bldg 800-Ste 130, Woodstock, GA, 30189
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 ActivitiesSells Insurance
Jason is the President of Triumph Wealth Advisors, Inc., a Registered Investment Advisor, dedicating full-time hours to this role. He is also the Vice President of Triumph Insurance Advisors Inc., focusing on insurance broker compliance and operations, which takes about five times the hours of a full-time job. Jason also owns Generations Auto Sales, spending a few hours per week on research, sourcing, and purchasing.