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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Clients with managed portfolios under $420,000 will incur an effective higher annual fee than the table above due to the $350 monthly minimum.
Fee Estimator
Investment supervisory fees are based on a percentage of assets under management, with a minimum monthly fee of $350. For portfolios under $420,000, the $350/month minimum fee applies and is paid via electronic funds transfer. Once the portfolio exceeds $420,000, fees are deducted from the portfolio based on the percentage tiers. Hourly rates for financial planning range from $250 to $500 per hour based on staff expertise and situational complexity.
Areas of Practice
Advisor Information
Office location
687 S Milledge Ave, Athens, GA, 30605
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul owns New Planner Recruiting and dedicates his full-time work to this business.