| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are generally negotiable. An additional 0.30% fee is charged for certain strategies, resulting in total fees of 1.80%, 1.55%, and 1.30% respectively.
218 Roswell St Ne, Suite 200, Marietta, GA, 30060
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 →