Mote Andrews is a registered investment advisor at Rowland Miller + Partners LLC, based in Atlanta, GA, with 9 years of industry experience. Mote operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 197 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rowland Miller + Partners charges an annual fee based on a percentage of the assets they manage. The fee schedule differs for standard equity portfolios and standard debt portfolios.
Standard Equity Portfolios:
- Up to $1,000,000: 1.00%
- From $1,000,001 to $2,000,000: 0.75%
- From $2,000,001 to $4,000,000: 0.50%
- Over $4,000,000: 0.25%
Standard Debt Portfolios:
- Up to $1,000,000: 0.500%
- From $1,000,001 to $2,000,000: 0.375%
- From $2,000,001 to $4,000,000: 0.250%
- Over $4,000,000: 0.125%
The minimum portfolio value is generally $500,000 for equity portfolios and $500,000 for fixed income portfolios. Fees are generally payable quarterly, in arrears.
Location
3060 Peachtree Road, N.W., One Buckhead Plaza, Suite 710, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rowland Miller + Partners LLC
State Registrations2 states
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