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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Investment advisory fees are based on the market value of assets under management and are billed quarterly, either in advance or arrears, at an annual rate up to 1.50%. Fees may be negotiable. Financial planning and consulting services are charged as a fixed engagement. Retirement plan advisory fees are paid monthly or quarterly, at an annual rate of up to 1.00% or a fixed annual rate.
Areas of Practice
Advisor Information
Office location
2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339
Get directionsRegulatory History (1)
Customer Dispute
February 2019Other Business ActivitiesSells Insurance
John is a licensed insurance agent and principal with Veracity Capital Risk Management LLC, offering insurance products that may present a conflict of interest. He also offers tax preparation and planning services through Veracity Capital Tax Advisors, LLC, dedicating a few hours per week to this activity.