Brandon Hatton is a registered investment advisor at Conscious Wealth Investments, LLC, based in Atlanta, GA, with 16 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 115 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Conscious Wealth Investments charges a fee based on the value of your portfolio. The fee can range up to 1.00% annually, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with the firm. The fee is paid quarterly, in advance. Fees may be negotiable.
Location
Atlanta, 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.
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Brandon is dually-registered as an Investment Advisor Representative with Hatton Investments LLC and Raymond James & Associates, Inc. He also owns Dropping Keys LLC as an author and speaker, and Lake Effect Property LLC which provides capital for rental properties, dedicating minimal time to the latter.
Employment History
Current Registrations
Conscious Wealth Investments, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fifth Third Securities, INC.Broker
Financial Network Investment 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.