Overview
- Headquarters
- Marietta, GA
- Total Firm Assets
- $335 million
- Average High-Net-Worth Client Portfolio Size
- $1.6 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: ADV 2A SEC (2025-04-24)
· View brochure text
Latest filing: ADV 2A SEC (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.75% |
| $2,000,001 | $3,000,000 | 0.60% |
| $3,000,001 | $5,000,000 | 0.40% |
| $5,000,001 | and above | 0.20% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $31,500 | 0.63% |
| $10 million | $41,500 | 0.42% |
| $50 million | $121,500 | 0.24% |
| $100 million | $221,500 | 0.22% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 73.25%
- Number of High-Net-Worth Clients
- 149
- Total Client Accounts
- 628
- Discretionary Accounts
- 628
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 150555
- ADV 2A SEC (2026-03-24) · View brochure text
- ADV 2A SEC (2025-04-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗