| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.50% |
The minimum portfolio value is generally set at $3,000,000. The minimum annual fee for any account is $27,000. We may, at our discretion, make exceptions to the foregoing or negotiate special fee arrangements where we deem it appropriate under the circumstances.
200 Galleria Parkway, Suite 1450, Atlanta, GA, 30339
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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 →Lawrence serves on the investment and oversight committee for the Collat Family Foundation and is an unpaid consultant on the investment committee for Bay Pine Holdings, LLC. He dedicates minimal time to each of these activities.