Hollingsworth, Lee W
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lee W Hollingsworth CFA provides independent financial planning services and objective investment advice. Services include investment management and strategic financial consulting billed hourly or by project. The firm is unaffiliated with any bank, broker/dealer, or insurance company.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fee Estimator
Advisory fees are billed quarterly, in advance, based on the market value of assets. Fees are subject to a $2500/quarter minimum, waivable at the advisor's discretion. Strategic consulting is available at $625/hour or on a project basis. The annual percentage and quarterly percentage fees are listed in the table above.
Areas of Practice
Location
1560 Warsaw Rd, Suite 100, Roswell, GA, 30076