| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiated.
1600 Pennsylvania Ave., Mcdonough, GA, 30253
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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 →Aldeen is an APR Associate, onboarding new prospects and managing accounts, spending about 10-20% of his time, but none during trading hours. He is also the president of Wyngate POA, a homeowner's association, dedicating about a quarter of his time, some of which occurs during securities trading hours.