AH
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
858 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B
Fee Structure
Minimum Investment:$100K
Fees for the Passageway Managed Account Program are based on a percentage of assets under management. The specific fee schedule is detailed on pages 46-49. The minimum account size for the Passageway One Program is $100,000, but individual Portfolio Managers may have higher minimums.
Areas of Practice
Investment Management
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Advisor Information
Office location
3931 Buford Hwy Ne, Atlanta, GA, 30345
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Fifth Third Securities, INC.
July 2020 - Present · 5 yrs 6 mos
Fifth Third Securities, INC. Broker
July 2020 - Present · 5 yrs 6 mos
Previous Registrations
Prudential Financial Planning Services
April 2018 - July 2020 · 2 yrs 3 mos
Pruco Securities, LLC. Broker
April 2018 - July 2020 · 2 yrs 3 mos
Foresters Advisory Services, LLC
October 2012 - January 2018 · 5 yrs 3 mos
Foresters Financial Services, INC.Broker
October 2001 - January 2018 · 16 yrs 3 mos
State Registrations25 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.