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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.50% |
| $75M+ | 0.45% |
DS may charge a lesser fee than set forth above on all or a portion of the assets held in an advisory account based upon certain criteria.
Fee Estimator
You'll pay an annual advisory fee based on the value of your assets under management. For example, the fee is 1.25% on the first $5 million. Fees are deducted quarterly in advance. A separate fee may be charged on "held away" assets, generally 1.25%. Clients also incur fund management fees and other embedded costs. An annual administrative fee of up to 0.07% is charged to cover custodial fees. DS may negotiate a lower fee based on certain criteria.
Areas of Practice
Advisor Information
Office location
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184
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 Activities
Geoffrey works as a consultant for Guidepoint, a research enablement platform, since May 2025. He consults with asset and wealth management firms, dedicating minimal time to this activity.