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 $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
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
Advisor Information
Office location
3343 Peachtree Road Ne, Suite 500, Atanta, GA, 30326
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
Danielle is a partner at Rollins & Van Lear PC, an affiliated CPA firm, where she spends nearly full-time. Her responsibilities include supervising accounting staff, tax planning, tax return preparation, and review.