Investment advisory fees are individually negotiated, with the general range between 0.25% to 0.99% depending on the assets under management. Financial planning fees for stand-alone services typically range from $7,500 to $12,000 per year, but are negotiable. There is no minimum account size for investment advisory services, but certain accounts may be subject to a minimum annual fee. Manager fees, when applicable, range from 0.12% to 0.50% per year and are added to CGFA's advisory fees.
200 Ashford Center North, Suite 400, Atlanta, GA, 30338
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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 →Kyle operates Healy Wealth Management LLC as a DBA for his LPL business, dedicating full-time hours. He also provides investment advisory services through IFG Advisory LLC, an independent investment advisor firm, spending full-time hours as an IAR.