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 | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Wrap management fee is negotiable.
Fee Estimator
You'll pay an annual wrap management fee based on your portfolio size (see rates in table). The fee is calculated and collected quarterly, either in arrears or in advance, based on the custodian reported average daily balance. The wrap management fee is negotiable. The management fee does not include the sub-adviser’s management fee. There is no minimum account size requirement.
Areas of Practice
Advisor Information
Office location
533 Johnson Ferry Road, Suite 200, Marieta, GA, 30068
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
Louis is a solicitor for Homrich Berg, providing financial planning and family office services, though currently inactive, dedicating minimal time. He also works as an advisor for Life Insurance Advisory & Group Health Advisory, assisting clients in procuring life insurance and group health, spending a few hours per week, and provides golf consulting services for about 10-20% of his time.