| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Clients with managed portfolios under $420,000 will incur an effective higher annual fee than the table above due to the $350 monthly minimum.
687 S Milledge Ave, Athens, GA, 30605
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Learn about disclosures →Lindsay is a co-owner of ELGO Properties, LLC, which owns real estate.
Our firm is one of the rare, truly independent, wealth management firms in the country, and the only firm in the Athens area offering investment management and financial planning services from a team of Certified Financial Planner(TM) professionals and Certified Retirement Counselors within a fee-only compensation model (i.e., no commissions).