| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable for good business reasons.
8309 Hewlett Rd., Atlanta, GA, 30350
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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 →Marc is a limited partner in several real estate and hedge funds, spending minimal time on these investments. He is also a partner in a real estate property and investor in his son's business.