Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on the program selected. The firm offers wrap and non-wrap fee programs. In a non-wrap program, clients will separately incur commissions and/or other transaction charges for each trade placed in the client’s account in addition to investment advisory fees. The brochure mentions that fees charged through the Envestnet Asset Management Program may be as high as 2.8% per year or greater depending on account size, household aggregation, the use of overlays, model or manager fees, and other services selected.
Areas of Practice
Advisor Information
Office location
Bonaire, GA
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
Brantley is a partner in Financial Pro Academy, LLC, and also owns a fixed insurance sales business selling fixed life insurance products and annuities, dedicating about half his time to it. He is also a managing member of Nacomis, LLC and Income Focus Advisors, LLC, and has a minority stake in Price Wise Printing LLC.