Judson Mallard
Judson Mallard is a CFP, ChFC-designated registered investment advisor at Vision Financial Concepts, based in Athens, GA, with 35 years of industry experience. Judson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 40 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vision Financial Concepts manages investments through various programs, including SEI Funds and American Funds. The annual fee is a percentage of your portfolio. The exact percentage depends on the amount you invest, but it will not exceed the following:
- First $100,000 — up to 1.30%
- Next $150,000 — up to 1.25%
- Next $250,000 — up to 1.20%
- Next $500,000 — up to 1.15%
- Next $1,000,000 — up to 1.10%
- Over $2,000,000 — up to 1.00%
These fees do not include expenses charged by mutual funds or custodial fees.
Location
855 Sunset Dr., Suite 7, Athens, GA, 30606
Get directionsHistory
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 ActivitiesSells Insurance
Judson is an independent insurance agent selling fixed life, disability, and long-term care insurance, dedicating a few hours per week to this. He also provides fee-based financial planning, investment advisory, and tax preparation services, taking up about half of his time.
Employment History
Current Registrations
Vision Financial Concepts
Previous Registrations
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Ifg Network Securities, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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.