| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
61 Atlanta Street Se, Marietta, GA, 30060
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Learn about disclosures →Theodore offers financial and estate planning under Yeomans Consulting Group, Inc. and manages Patriot Financial Services, Inc. He also provides life and health insurance products through Patriot Financial Services, Inc., dedicating about 10-20% of his time to managing the firm and minimal time to insurance sales.