| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
3400 Overton Park Dr Se, Atlanta, GA, 30339
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Allyson is a member of JAK Reserve LLC, which owns rental properties structured in separate LLCs. Allyson spends minimal time on occasional bookkeeping and administrative work, as day-to-day management is outsourced.