Alicyn Mcleod is a registered investment advisor at Ajax Capital Advisors, INC., based in Atlanta, GA, with 3 years of industry experience. Alicyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 63 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fees may apply. Ajax may negotiate special fee arrangements.
Fee Estimator
Location
1 Concourse Parkway Ne, Atlanta, GA, 30328
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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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Alicyn is the owner of Atlanta Tax, LLC, a tax preparation and advisory CPA firm, since 2019. She spends nearly full-time hours per month on tax return preparation, tax strategy, and administrative/marketing functions.
Employment History
Current Registrations
Ajax Capital Advisors, INC.
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.