Alleson Tate
Alleson Tate is a CFP-designated registered investment advisor at Avere Wealth Management, LLC, based in Atlanta, GA, with 14 years of industry experience. Alleson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 25 clients with $19M 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 | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable. For Clients who engage Avere Wealth for Financial Planning Services and are also interested in Investment Management Services, the fees range from 0.40% to 0.50% annually.
Fee Estimator
Location
3372 Peachtree Road, Suite 115, Atlanta, GA, 30326
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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
Alleson is an insurance agent since 2021, dedicating about 10-20% of their time to this activity. Alleson is also a managing member of Avere Tax Planning, LLC, since 2021, dedicating about 10-20% of their time to this activity as well.
Employment History
Current Registrations
Avere Wealth Management, LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Ayco Personal Financial Management
Mercer Allied Company, L.P.Broker
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.