SF
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
1,011 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.4B
Fee Structure
Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
The firm charges an annual fee based on a percentage of your assets under management, as shown in the table. A minimum portfolio size and annual fee may apply, but are negotiable in certain circumstances. Fees are billed quarterly in arrears. These fees do not include brokerage commissions, transaction fees, or other custodial expenses.
Areas of Practice
Investment Management
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Advisor Information
Office location
3343 Peachtree Road NE, Suite 500, Atlanta, GA, 30326
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Rollins Financial Advisors, LLC
May 2021 - Present · 4 yrs 8 mos
Previous Registrations
Rollins Financial INC
December 2015 - April 2021 · 5 yrs 4 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.