Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
57 clients
Average Client Portfolio
$377K average
Assets Under Management
$21.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.75%
$250K - $500K2.50%
$500K - $1.0M2.25%
$1M+2.00%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1600 Pennsylvania Avenue, Mcdonough, GA, 30253

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Global Investment Advisory
May 2025 - Present · 9 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.