Floyd Green is a CFA-designated registered investment advisor at Floyd Green Financial Services, INC., based in Atlanta, GA, with 22 years of industry experience. Floyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1 clients with $15K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio management fees generally range from 0.5% to 1%. All fees are subject to negotiation.
Fee Estimator
Location
3114 Mercer University Drive, Suite 200, Atlanta, GA, 30341
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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.
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Floyd is the CEO and founder of Floyd Green, Jr., CPA, PC, an accounting firm established in 2003. He dedicates about half of his time to this business, including 4 hours daily during securities trading hours.
Employment History
Current Registrations
Floyd Green Financial Services, INC.
State Registrations1 state
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