Jeff Wills
Jeff Wills is a registered investment advisor at Forthright Wealth Management, LLC, based in Alpharetta, GA, with 18 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 527 clients with $660M 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 $500K | 0.90% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Certain legacy clients may be billed under a different fee structure.
Fee Estimator
Location
5755 North Point Pkwy, Suite 47, Alpharetta, GA, 30022
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Other Business Activities
Jeff is a 1/4 owner of an office suite located in Alpharetta, GA through his LLC, JR Wills, LLC. This activity is not investment-related.
Employment History
Current Registrations
Forthright Wealth Management, LLC
Previous Registrations
Suntrust Investment Services, INC.
Wachovia Securities, LLC
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.