John Thomas Drawdy
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are charged monthly, in arrears, based on the average daily balance of the account, and will not exceed 2.00% annually. This fee is negotiable. The firm also charges $250 per hour for financial planning, which is also negotiable. Pension consulting services are 1.00% of plan assets, also negotiable. There may be additional charges for data aggregation on retirement plan investments (typically 30 bps per annum). The minimum account size is $25,000, but this is negotiable.
Areas of Practice
Advisor Information
Office location
111 Towne Lake Parkway Suite 110, Woodstock, GA, 30188
Get directionsRegulatory History (1)
Regulatory
July 2012Other Business ActivitiesSells Insurance
John is a CPA at Paragon Accounting & Tax Solutions, dedicating about half his time to tax preparation, accounting, and related services. He also owns Paragon Payroll Solutions, LLC, but dedicates no time to it, and is an independent agent for Financial Gravity Enhanced Markets, LLC, selling life and accident insurance products for a few hours per week.