Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFA offers two fee structures: an All-Inclusive Account (Wrap Fee) and a Non-Inclusive Account (Non-Wrap Fee). Fees are negotiable. The All-Inclusive program includes advisory fees and non-transaction-related fees, while the Non-Inclusive program includes advisory fees and transaction costs. Transaction charges for the Non-Inclusive program are $4.00 per transaction. If you elect to include alternative investments in your account, the custodian will assess an annual fee of $50.00 for the purchase, redemption of registration of the security, in addition to a $35.00 per position for registered securities, or $125.00 for unregistered securities.
Areas of Practice
Advisor Information
Office location
3930 East Jones Bridge Road, 150, Peachtree Corners, GA, 30092
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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 ActivitiesSells Insurance
Andrew is a partner at GenX Financial Inc DBA Capital Insight Group (formerly DBA The Keen Insight Group), which he uses for the non-securities part of his business, including marketing financial services and fixed insurance. He dedicates nearly all of his time to this activity, focusing on management.