AP
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
176 advisors
Number of Clients
11,990 clients
Average Client Portfolio
$591K average
Assets Under Management
$7.1B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and may vary based on the client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$2,500
Hourly Rate:$150 - $300/hr
Fees for financial planning start at $2,500 per plan or $150 to $300 per hour. Investment and asset management fees are based on a percentage of assets under management, billed quarterly. For tax return preparation, fees start at $500 per return or $150 to $300 per hour. Fees are negotiable and may vary based on the client relationship.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
150 West Hancock Ave, Athens, GA, 30601
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
Synovus Securities, INC.
October 2023 - Present · 2 yrs 3 mos
Synovus Securities, INC. Broker
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2020 - November 2023 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLC Broker
June 2020 - November 2023 · 3 yrs 5 mos
State Registrations26 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.