| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.50% |
| $2M+ | 1.00% |
The wrap management fee is negotiable.
533 Johnson Ferry Road, Suite 200, Marieta, GA, 30068
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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 →Louis is a solicitor for Homrich Berg, providing financial planning and family office services, though currently inactive, dedicating minimal time. He also works as an advisor for Life Insurance Advisory & Group Health Advisory, assisting clients in procuring life insurance and group health, spending a few hours per week, and provides golf consulting services for about 10-20% of his time.