Judith Jolley is a registered investment advisor at Ira Group, INC., based in Atlanta, GA, with 14 years of industry experience. Judith 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 279 clients with $13B 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 $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
1230 Peachtree Street Ne, Suite 3800, Atlanta, GA, 30309
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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 →Other Business Activities
Judith is the owner and Agent of Record for J Squared of No. Georgia, LLC (dba Cabin Coffee of Blairsville), a coffee shop/cafe', since January 2014. She spends approximately 25 hours per week on scheduling, inventory, bookkeeping, and staff oversight, with about 15 hours during securities trading hours.
Employment History
Current Registrations
Ira Group, INC.
Previous Registrations
LPL Financial LLC
State Registrations1 state
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