Jennifer Mccarthy
Jennifer Mccarthy is a CFP-designated registered investment advisor at Patton Albertson Miller Group, LLC, based in Atlanta, GA, with 8 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 602 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Clients who joined the firm from ASA are billed at the rate they agreed to while clients of ASA. Fees may be negotiable.
Fee Estimator
Location
2999 Piedmont Road, NE, 30305-2605, Atlanta, GA, 30305-2605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Patton Albertson Miller Group, LLC
Previous Registrations
Anthony Smith Advisors, INC.
State Registrations1 state
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