David Boone is a CFP-designated registered investment advisor at Atlanta Wealth Management, INC., based in Atlanta, GA, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the sole proprietor of Financial Graphics Atlanta, offering spreadsheet and database consulting services. He dedicates a few hours per week to this business, some of which occur during securities trading hours.
Employment History
Current Registrations
Atlanta Wealth Management, INC.
State Registrations1 state
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