Advocacy Wealth Management, LLC
Assets Under Management
$2.1B
Number of Clients
1,487
Number of Advisors
25
Average Client AUM
$1.4M
AUM per Advisor
$83.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Montag & Caldwell manages client portfolios and advises on investments in equity and fixed income securities. They also advise on the use of ETFs and mutual funds for some portfolios. Their investment approach involves selecting securities according to the investment disciplines of each respective investment strategy. They serve a wide range of institutional and individual clients.
Fee Structure
Our compensation for services is calculated and paid according to a schedule of fees agreed upon between M&C and the Client. Generally, an account’s schedule of fees is based upon a percentage of assets under management. We generally invoice fees for payment quarterly in advance (for the upcoming quarter), although Clients have the option to request to pay fees quarterly in arrears (for the past quarter). Although we generally require a minimum annual fee and adhere to a schedule of fees, we may, in our sole discretion, agree to a fee different from the annual minimum or standard schedule of fees.
Areas of Practice
Location
3455 Peachtree Road Ne, Suite 1500, Atlanta, GA, 30326-3280