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 $50K | 1.95% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
In special circumstances, and in our sole discretion, we may negotiate a lesser management fee based upon certain criteria.
Fee Estimator
The firm charges an annual "wrap-fee" based on the market value of assets under management. This fee includes portfolio management and Pershing's transaction costs. Fees are billed quarterly in advance. In special circumstances, a lesser fee may be negotiated. The minimum initial investment is $50,000, but may be reduced to $25,000 with approval.
Areas of Practice
Advisor Information
Office location
5605 Glenridge Drive, Suite 950, Atlanta, GA, 30342
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
Linda recommends insurance products to clients as part of financial planning through McCormack Financial Planning, Inc. She also prepares financial plans under the same brand, dedicating nearly full-time hours to these activities.