WH
CFA
WH
CFA

William Hackney

22 Years of Experience
Atlanta, GA

William Hackney is a CFA-designated registered investment advisor at Atlanta Capital, based in Atlanta, GA, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,871 clients with $36B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
3,871 clients
Average Client Portfolio
$9.4M average
Assets Under Management
$36.3B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Atlanta Capital generally charges a fee based on a percentage of the assets they manage. The fee is calculated according to a schedule agreed upon in writing. All advisory fee schedules are negotiable and vary by investment strategy, product type, account size, customization requirements, and required service levels.

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Location

1349 West Peachtree St., Suite 1600, Atlanta, GA, 30309

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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
Atlanta Capital
April 2003 - Present · 23 yrs 1 mo
State Registrations2 states
GATX
Advisor

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.

Exams
No exam information available for this advisor.
William Hackney - Financial Advisor | TrueAdvisor