| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are for the second year. First year fees are higher: 0.90% to $1M, 0.70% to $10M, 0.60% over $10M.
3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005
Get directionsNo 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 →Lee is a part-time non-securities insurance agent, spending minimal time on this activity. Lee is also an author of non-securities material and provides accounting and administrative consulting to an excursion company, also dedicating minimal time.