| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiated.
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305
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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 →David is involved with Solutions Group One, LLC, an independent insurance group, and Shepherd Financial Partners, Inc., a holding company. He also receives referral fees from a TPA for referring a captive insurance program and is an independent agent of Reliant RE Insurance, dedicating minimal time to this role.