| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.50% |
The minimum portfolio value is generally set at $3,000,000. The minimum annual fee for any account is $27,000. We may, at our discretion, make exceptions to the foregoing or negotiate special fee arrangements where we deem it appropriate under the circumstances.
200 Galleria Parkway, Suite 1450, Atlanta, GA, 30339
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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 →Kenneth is the Chief Financial Officer of Integral Physical Therapy, a physical therapy practice, since 2018. He spends a few hours per week on financial and operational planning for the business.