Cort Haber is a CFP-designated registered investment advisor at Xception Family Office, based in Atlanta, GA, with 18 years of industry experience. Cort operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 19 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Xception Family Office offers wealth management services that include investment management. The annual fee for managing your investments ranges from 0.35% to 1.00% of the value of your account. Xception generally requires $5,000,000 in investable assets but makes exceptions on a case-by-case basis.
Location
2200 Century Parkway Ne, Suite 750, Atlanta, GA, 30345
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Xception Family Office
Previous Registrations
New Republic Partners
Haber Investment Counsel
Tru Independence Asset Management, LLC
Berman Capital Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
French Wolf & Farr, INC.
Hirtle Callaghan & CO., LLC
Harris Mycfo Investment Advisory Services LLC
State Registrations1 state
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