Overview
- Headquarters
- Atlanta, GA
- Total Firm Assets
- $15.4 billion
- Average High-Net-Worth Client Portfolio Size
- $5.8 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: IRA GROUP - ADV PART2A.2B FOR PRIVATE 2026 (2026-03-11)
· View brochure text
Latest filing: IRA GROUP - ADV PART 2A.2B FOR INSTITUTIONAL 2026 (2026-03-11)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,500,000 | 0.90% |
| $2,500,001 | $5,000,000 | 0.75% |
| $5,000,001 | $10,000,000 | 0.50% |
| $10,000,001 | $20,000,000 | 0.45% |
| $20,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,000 | 0.90% |
| $5 million | $41,250 | 0.82% |
| $10 million | $66,250 | 0.66% |
| $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
- 3.89%
- Number of High-Net-Worth Clients
- 103
- Total Client Accounts
- 691
- Discretionary Accounts
- 570
- Non-Discretionary Accounts
- 121
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 126246
- IRA GROUP - ADV PART 2A.2B FOR INSTITUTIONAL 2026 (2026-03-11) · View brochure text
- IRA GROUP - ADV PART2A.2B FOR PRIVATE 2026 (2026-03-11) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗