Overview

Headquarters
Atlanta, GA
Total Firm Assets
$14.7 billion
Average High-Net-Worth Client Portfolio Size
$60.0 million
Stated Minimum Account Size
$5,000,000

Fee Disclosure

Source: ATLANTA CONSULTING GROUP ADVISORS, LLC - FORM ADV PART 2A (APRIL 2026) (2026-04-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $5,000,000 0.90%
$5,000,001 $7,500,000 0.80%
$7,500,001 $10,000,000 0.70%
$10,000,001 $20,000,000 0.60%
$20,000,001 $50,000,000 0.40%
$50,000,001 $100,000,000 0.30%
$100,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $47,000 0.94%
$10 million $84,500 0.84%
$50 million $264,500 0.53%
$100 million $414,500 0.41%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
20.42%
Number of High-Net-Worth Clients
50
Total Client Accounts
1,727
Discretionary Accounts
1,009
Non-Discretionary Accounts
718

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
288169
  • ATLANTA CONSULTING GROUP ADVISORS, LLC - FORM ADV PART 2A (APRIL 2026) (2026-04-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions