Overview

Headquarters
Roswell, GA
Total Firm Assets
$250 million
Average High-Net-Worth Client Portfolio Size
$4.4 million

Fee Disclosure

Source: FORM ADV PART 2A (2026-02-06) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,500,000 0.90%
$2,500,001 $5,000,000 0.60%
$5,000,001 $30,000,000 0.30%
$30,000,001 and above 0.15%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $9,000 0.90%
$5 million $37,500 0.75%
$10 million $52,500 0.52%
$50 million $142,500 0.28%
$100 million $217,500 0.22%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
90.44%
Number of High-Net-Worth Clients
51
Total Client Accounts
412
Discretionary Accounts
412

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
290367

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

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