Troy Harmon is a CFA-designated registered investment advisor at Due West Wealth Advisors LLC, based in Marietta, GA, with 3 years of industry experience. Troy 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 5 clients with $300K 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
Marietta, GA
Get directionsHistory
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 Activities
Troy is an adjunct professor at Kennesaw State University, spending about 10-20% of his time teaching. He also serves as CEO of A&E Investment Properties and treasurer for ASFIP Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Due West Wealth Advisors LLC
Previous Registrations
Alps Distributors, INC.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.