SALLC offers consulting services with fees up to $500 per hour or fixed fees ranging from $500 to $5,000 per plan. They also offer TPIA programs where fees are determined by the TPIA. For Assets Under Management, the maximum annual fee is 3% and is negotiable. The minimum initial investment in the Assets under Management Programs is $25,000.00.
875 Old Roswell Rd Suite G100, Roswell, GA, 30076
Get directionsWalter owns rental real estate since 2017. He is also a registered representative for Supreme Alliance, LLC, a broker-dealer, and spends minimal time on securities and insurance product sales. Walter is a principal/owner of Cedar Valley Capital, dedicating nearly full-time hours to investment management and financial planning.