Augustus Hames
Augustus Hames is a registered investment advisor at Jt Stratford, LLC, based in Clarkesville, GA, with 12 years of industry experience. Augustus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,266 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.74% |
| $50M+ | 0.68% |
Fees are negotiable. Aggregate account balances are used for breakpoint calculations. Households with accounts over $50,000 also pay an annual $85 admin/technology fee.
Fee Estimator
Location
562 Washington Street, Clarkesville, GA, 30523
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2021Criminal
December 1993Other Business ActivitiesSells Insurance
Augustus is a general agent for American National Insurance and owns Hames & Co., a DBA name for his insurance agency. He also owns Hamescorp Inc. (an insurance company used for tax purposes), Wellspring Holding Company LLC (real estate holdings), Purser & Steward Corp (P&C insurance), Hames Farms, LLC (farm property), and is an agent for ANICO, spending nearly full-time on these activities.
Employment History
Current Registrations
Jt Stratford, LLC
Previous Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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