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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and may vary based on the client relationship.
Fee Estimator
Fees for financial planning start at $2,500 per plan or $150 to $300 per hour. Investment and asset management fees are based on a percentage of assets under management, billed quarterly. For tax return preparation, fees start at $500 per return or $150 to $300 per hour. Fees are negotiable and may vary based on the client relationship.
Areas of Practice
Advisor Information
Office location
3400 Overton Park Dr Se, Atlanta, GA, 30339
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
Allyson is a member of JAK Reserve LLC, which owns rental properties structured in separate LLCs. Allyson spends minimal time on occasional bookkeeping and administrative work, as day-to-day management is outsourced.