Beth Conklin
Beth Conklin is a ChFC-designated registered investment advisor at Paces Ferry Wealth Advisors, LLC, based in Atlanta, GA, with 2 years of industry experience. Beth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 225 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paces Ferry offers wealth management for an annual fee based on the amount of your portfolio. This fee generally ranges from 0.25% to 1.50%, depending on the size and composition of your portfolio and the services provided. The annual fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous billing period.
Location
2849 Paces Ferry Road, Suite 660, Atlanta, GA, 30339
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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 ActivitiesSells Insurance
Beth is listed as an agent on some life and disability insurance policies that her father sells as part of his business succession plan. She spends minimal time on this activity.
Employment History
Current Registrations
Paces Ferry Wealth Advisors, 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.