Emma Wyman is a registered investment advisor at Ables, Iannone, Moore & Associates, INC., based in Savannah, GA, with 1 years of industry experience. Emma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 409 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
409 clients
Average Client Portfolio
$633K average
Assets Under Management
$258.7M

Fee Structure

Investment management only (planning not offered)

Ables, Iannone, Moore & Associates manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.75% to 2.00% of the assets managed. This fee does not include brokerage commissions or other transaction costs. The fee is calculated and charged quarterly, in advance, based on the average month-end balance of the assets in the preceding three months. The firm may negotiate a lower fee based on factors such as anticipated future earnings or the amount of assets to be managed.

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Location

419 Montgomery Street, Savannah, GA, 31401

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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
Ables, Iannone, Moore & Associates, INC.
December 2024 - Present · 1 yr 5 mos
State Registrations1 state
GA
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.