Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CIA's wrap program charges an all-inclusive fee based on a percentage of assets under management. The fee covers investment management, execution, clearing, transaction costs, and custody fees. The level of the fee varies with the amount of assets and investment style chosen. CIA requires a minimum account of $25,000, which may be waived at management's discretion. All fees are negotiable. The brochure lists fee ranges for different asset levels, so the actual fee may vary.
Areas of Practice
Advisor Information
Office location
1600 Pennsylvania Ave., Mcdonough, GA, 30253
Get directionsRegulatory History (3)
Regulatory
February 2017Regulatory
March 2015Criminal
October 2004Other Business ActivitiesSells Insurance
James is the CEO of Strictly Business Legacy, LLC, consulting small businesses about medical plans and providing P&C insurance, dedicating nearly full-time hours to this. He is also a board member of the National Association of Health Underwriters and a real estate agent, spending minimal time and about a quarter of his time, respectively, on these activities.