Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
117 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$198.2M
Fee Structure
Minimum Investment:$1M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Micah Sanders Porter
Location
315 W. Ponce De Leon Avenue, Suite 915, Decatur, GA, 30030
Get directionsHistory
Regulatory History
Clean regulatory record
No 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 →Employment History
Current Registrations
Minerva Planning Group
January 2007 - Present · 19 yrs 1 mo
Previous Registrations
Wealth Focus Resources, LLC
November 2012 - November 2013 · 1 yr
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.
Contact
Micah Sanders Porter