| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $500K | 1.95% |
| $500K - $750K | 1.85% |
| $750K - $1.2M | 1.60% |
| $1.3M - $2.0M | 1.45% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.20% |
Advisory fees are negotiable.
1077 Baxter Street, Athens, GA, 30606
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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 →Amy is affiliated with Highland Trust Partners and Integrated Financial Group, which are DBAs for her LPL business and investment advisory services through IFG Advisory LLC. She also serves as a non-profit board member for Oconee County School System, dedicating minimal time to this role.