Rebecca Stone is a CFP-designated registered investment advisor at Balentine, based in Atlanta, GA, with 21 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 464 clients with $5.5B 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 $5.0M | 1.00% |
| $5.0M - $12.5M | 0.75% |
| $12.5M - $22.5M | 0.60% |
| $22.5M - $32.5M | 0.50% |
| $32.5M - $57.5M | 0.40% |
| $57.5M - $82.5M | 0.30% |
| $82.5M - $100.0M | 0.25% |
| $100.0M - $250.0M | 0.20% |
| $250M+ | 0.15% |
Not-for-profit clients receive a 20% discount. For accounts below $5 million accepted at the firm's discretion, an alternate schedule applies (1.25% on the first $2.5M, 0.75% on the next $2.5M).
Fee Estimator
Location
3344 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326
Get directionsHistory
Regulatory History
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
Balentine
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, LLCBroker
Invest Financial CorporationBroker
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
More Advisors
- Clifton DortchBalentine
- Kurt LoftersBalentine
- Juwon Hill, CFPBalentine
- Cort Haber, CFPXception Family Office
- Floyd Green, CFAFloyd Green Financial Services, INC.
- William Anderson, ChFCJ.P. Morgan Securities LLC