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 $5.0M | 2.75% |
| $5M+ | 1.00% |
All fees are negotiable based upon AUM tier level at our sole discretion.
Fee Estimator
Fees are negotiable and can vary between Advisory Representatives. For asset management, fees are based on a percentage of assets managed, with a maximum of 2.75% on the first $5,000,000 and 1.00% on amounts over $5,000,000. Clients also pay custodian transaction charges. Financial planning fees are either fixed (up to $5,000) or hourly ($300/hour). UK pension transfer services have initial fees (up to 3.0% of assets transferred) and ongoing annual fees (up to 1.50%). Additional fees may apply for discretionary fund managers, investment platforms, and trustees.
Areas of Practice
Advisor Information
Office location
One Glenlake Parkway, Suite 650, Atlanta, GA, 30328
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 ActivitiesSells Insurance
Daniel sells fixed insurance products as an owner/agent, dedicating a few hours per week to this activity. This activity is investment-related.