Darrell Roberts is a registered investment advisor at American Wealth Advisors, LLC, based in Johns Creek, GA, with 20 years of industry experience. Darrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 109 clients with $110M 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 1.00% |
Fees are negotiable based on the type and complexity of assets under management.
Fee Estimator
Location
10475 Medlock Bridge Road, Ivy Falls Building 100 St 18, Johns Creek, GA, 30097
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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 →Employment History
Current Registrations
American Wealth Advisors, LLC
Previous Registrations
E*trade Capital Management, LLC
Dreyfus Service Corporation
Morgan Stanley
State Registrations4 states
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.