| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable. Annual fees in international advisory accounts may range up to 2%.
1720 Windward Concourse, Suite 115, Alpharetta, GA, 30005
Get directionsNo 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 →Edward owns multiple rental properties in Miami Lakes and Barcelona since 2005. He is also the sole director of Hebditch Advisors LLC for personal accounting purposes, dedicating minimal time during business trading hours.