Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fee Estimator
Advisory fees are billed quarterly, in advance, based on the market value of assets. Fees are subject to a $2500/quarter minimum, waivable at the advisor's discretion. Strategic consulting is available at $625/hour or on a project basis. The annual percentage and quarterly percentage fees are listed in the table above.
Areas of Practice
Advisor Information
Office location
3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005
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
Lee is a part-time non-securities insurance agent, spending minimal time on this activity. Lee is also an author of non-securities material and provides accounting and administrative consulting to an excursion company, also dedicating minimal time.