AP
AP

Alan Michael Posey

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
11,990 clients
Average Client Portfolio
$591K average
Assets Under Management
$7.1B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

150 West Hancock Ave, Athens, GA, 30601

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History

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.

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Employment History
Current Registrations
Synovus Securities, INC.
October 2023 - Present · 2 yrs 4 mos
Synovus Securities, INC.Broker
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2020 - November 2023 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
June 2020 - November 2023 · 3 yrs 5 mos
State Registrations26 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.