| Assets Under Management | Annual Fee |
|---|---|
| Up to $20.0M | 0.55% |
| $20.0M - $40.0M | 0.45% |
| $40M+ | 0.35% |
Institutional Client Large Cap Fee Schedule. Fees are negotiable.
Phipps Tower, 3438 Peachtree Road NE,Suite 900, Atlanta, GA, 30326
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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 →Richard serves as an advisory board member for Arizet, an investment-related technology company, since 2016, requiring minimal time commitment. He also serves as an advisory board member for Access Capital Management since 2020, dedicating a few hours per week to this investment-related company.