Natalie Schmook is a CFP-designated registered investment advisor at Hayes Wealth Advisors, LLC, based in Sandy Springs, GA, with 14 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 189 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hayes Wealth Advisors manages your investment portfolio on a discretionary basis. The annual fee is a percentage of your portfolio's value:
- First $1,000,000: 0.35% to 1.20%
- Next $4,000,000: 0.35% to 0.90%
- Balance over $5,000,000: 0.35% to 0.65%
The fee charged per account is based on the scope and complexity of the account as well as the amount of time and expertise required. There is a minimum annual fee of up to $6,000. Fees are negotiable.
Location
Sandy Springs, GA
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Regulatory History
No 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 →Other Business Activities
Natalie works as a cycle and group fitness instructor at two different fitness centers. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Hayes Wealth Advisors, LLC
Previous Registrations
Suntrust Investment Services, INC.
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.