| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
3400 Overton Park Drive, 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 →Barton is a board member of Team Doctors Preferred Access, LLC, a concierge medical service founded by his family, dedicating about 10-20% of his time to business development and management. He also works as a bookkeeper/CFO for Robert A Gadlage MD PC, a medical practice, spending a few hours per week.