| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
61 Atlanta Street Se, Marietta, GA, 30060
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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 →Nicholas is a partner in Marietta Square Properties, LLC, a holding company that leases space to his RIA, and manages Sugar Sand Escapes, LLC, a real estate investment property. He is also President, CCO, and an Investment Advisor Representative at Yeomans Consulting Group, Inc., and an Elder at North Metro Church, and a referral partner for ESL Advisors.