Natalie Schmook is a CFP-designated registered investment advisor at Hayes Wealth Advisors, LLC, based in Sandy Springs, GA, with 14 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 192 clients with $130M 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 $1.0M | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.65% |
Annual billing rates range from 0.35% to 1.20% for the first $1M, 0.35% to 0.90% for the next $4M, and 0.35% to 0.65% for amounts over $5M. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Sandy Springs, GA
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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 →Other Business Activities
Natalie works as a cycle and group fitness instructor at two different fitness centers. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Hayes Wealth Advisors, LLC
Previous Registrations
Suntrust Investment Services, INC.
State Registrations3 states
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
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