Allan Mathis is a CFP-designated registered investment advisor at Berkeley Advisors, INC., based in Atlanta, GA, with 6 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 81 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berkeley Advisors manages investments through a wrap fee program. The annual fee, which includes both management and brokerage costs, is individually negotiated and ranges from 0.35% to 1.00% of your portfolio. Some smaller clients may or may not be charged a fee. Fees are billed at the beginning of each month or quarter based on the prior month's or quarter's average daily balance.
Location
9 Lenox Pointe, N.E., Suite B, Atlanta, GA, 30324-7412
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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.
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Allan is the on-site property manager and Secretary for HamLam Properties, LLC, providing office space for Berkeley Advisors, Inc, dedicating minimal time. He is also the Secretary for Lenox Point 9 Condominium Association, Inc. and a volunteer soccer coach, spending minimal time on each.
Employment History
Current Registrations
Berkeley Advisors, INC.
State Registrations1 state
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