Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
Loading...
Location
Glenridge Highlands One, 5555 Glenridge Connector, Suite 150, Atlanta, GA, 30342
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Modera Wealth Management, LLC
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, LLC.
August 2018 - March 2020 · 1 yr 7 mos
Ameriprise Financial Services, LLCBroker
June 2018 - March 2020 · 1 yr 9 mos
AXA Advisors, LLCBroker
June 2018 - June 2018 · 0 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.