| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for assets over $10 million are negotiated, using the previous tier's fee percentage as a starting point.
2002 Summit Boulevard, Suite 120, Atlanta, GA, 30319
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 →Keith is the Vice President & Secretary of Bullseye Training Club, LLC, a firearms safety and training company, dedicating minimal time. He is also the CEO of Aprio Wealth Management, an RIA, and an agent for Aprio Risk Management, an insurance company, on an as-needed basis, and a partner in Aprio Advisory Group, a CPA firm running a wealth management group.