Sumaree White is a registered investment advisor at Openarc Corporate Advisory, LLC, based in Atlanta, GA, with 17 years of industry experience. Sumaree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 431 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
OpenArc Corporate Advisory's wealth management fees are capped at 1.75% annually, billed quarterly in advance. The fee is based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals over $100,000. Fees are negotiable and may be reduced by combining family member accounts. The firm may use Pontera to manage held away accounts, charging the same wealth management fee. The firm also uses Dynasty's TAMP services, and clients will be charged separate Third-Party Manager fees.
Location
3550 Peachtree Road Ne, Floor 7, Atlanta, GA, 30326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Openarc Corporate Advisory, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
Banc of America Securities LLCBroker
First Investors CorporationBroker
State Registrations1 state
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