Overview
- Headquarters
- Athens, GA
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
Fee Disclosure
Source: ADV PART 2A (2025-10-31)
· View brochure text
Latest filing: ADV PART 2A (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | $50,000,000 | 0.50% |
| $50,000,001 | and above | 0.25% |
Stated Minimum Annual Fee: $4,200
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,500 | 0.85% |
| $10 million | $67,500 | 0.68% |
| $50 million | $267,500 | 0.54% |
| $100 million | $392,500 | 0.39% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 86.29%
- Number of High-Net-Worth Clients
- 346
- Total Client Accounts
- 3,394
- Discretionary Accounts
- 3,394
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 154839
- ADV PART 2A (2026-03-27) · View brochure text
- ADV PART 2A (2025-10-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗