Overview

Headquarters
Marietta, GA
Total Firm Assets
$180 million
Average High-Net-Worth Client Portfolio Size
$1.3 million
Stated Minimum Account Size
$300,000

Fee Disclosure

Source: BEY-DOUGLAS WRAP PROGRAM BROCHURE (2025-03-28) · View brochure text
Latest filing: BEY-DOUGLAS ADV BROCHURE (2026-03-16) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.50%
$250,001 $750,000 1.35%
$750,001 $1,250,000 1.25%
$1,250,001 $5,000,000 1.00%
$5,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $13,625 1.36%
$5 million $54,250 1.08%
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
93.26%
Number of High-Net-Worth Clients
126
Total Client Accounts
428
Discretionary Accounts
408
Non-Discretionary Accounts
20

Services Offered

Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
108856

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

Frequently Asked Questions