| Assets Under Management | Annual Fee |
|---|---|
| Up to $20.0M | 0.55% |
| $20.0M - $40.0M | 0.45% |
| $40M+ | 0.35% |
Institutional Client Large Cap Fee Schedule. Fees are negotiable.
3438 Peachtree Rd. Ne., Suite 900, Atlanta, GA, 30326
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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 →Mark is a member of the Investment Committee for the Atlanta Jewish Foundation, a non-profit supporting Jewish charities. He spends minimal time each month discussing investment strategies with the committee.