Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. Compass and AdvisorFX accounts have advisor fees (up to 2% of assets) and platform fees. Financial planning is offered at $300/month, $300/hour, or up to $35,000 flat. Align Wealth Management is a fixed annual fee of $15,000-$75,000. Pontera platform fee is 0.25% charged quarterly. The Advisor fee is negotiable between you and your Financial Professional. Some Financial Professionals will choose to pay the Platform Fee on your behalf, and some Financial Professionals have negotiated for no Platform Fee.
Areas of Practice
Advisor Information
Office location
6110 McFarland Station Drive, Suite 1006, Alpharetta, GA, 30004
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aubrey is the owner/consultant for Beacon Management Group, an education consulting firm, since 2022. This takes about 10-20% of their time.