Overview
- Headquarters
- Cumming, GA
- Total Firm Assets
- $422 million
- Average High-Net-Worth Client Portfolio Size
- $1.9 million
- Stated Minimum Account Size
- $25,000
Fee Disclosure
Source: FORM ADV PART 2A (2026-01-08)
· View brochure text
Latest filing: FORM ADV PART 2A (2026-03-03)
· View brochure text
Latest filing: WRAP BROCHURE (2026-03-03)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.00% |
| $250,001 | $1,000,000 | 0.80% |
| $1,000,001 | $2,500,000 | 0.60% |
| $2,500,001 | $5,000,000 | 0.50% |
| $5,000,001 | $10,000,000 | 0.40% |
| $10,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,500 | 0.85% |
| $5 million | $30,000 | 0.60% |
| $10 million | $50,000 | 0.50% |
| $50 million | $170,000 | 0.34% |
| $100 million | $320,000 | 0.32% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 55.44%
- Number of High-Net-Worth Clients
- 120
- Total Client Accounts
- 2,645
- Discretionary Accounts
- 2,645
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 299212
- FORM ADV PART 2A (2026-03-03) · View brochure text
- WRAP BROCHURE (2026-03-03) · View brochure text
- FORM ADV PART 2A (2026-01-08) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗