Connie Partridge is a registered investment advisor at The Moorings Group, LLC, based in Atlanta, GA, with 22 years of industry experience. Connie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Moorings Group charges a percentage of your portfolio's value each year. The exact percentage depends on the type of portfolio (balanced or fixed income) and the amount you invest. The fees are:
Balanced Portfolios:
- $500,000 to $999,999: 1.00%
- $1,000,000 to $2,999,999,999: 0.75%
- $3,000,000 to $4,999,999,999: 0.50%
- $5,000,000 to $14,999,999,999: 0.35%
- $15,000,000 and above: Negotiable
Fixed Income Portfolios:
- $500,000 to $999,999: 0.50%
- $1,000,000 to $2,999,999: 0.40%
- $3,000,000 to $4,999,999: 0.36%
- $5,000,000 to $14,999,999: 0.25%
- $15,000,000 and above: 0.20%
These fees do not include transaction fees charged by the custodian or mutual fund fees.
Location
One Premier Plaza, 5605 Glenridge Drive, Suite 1080, Atlanta, GA, 30342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Moorings Group, LLC
State Registrations2 states
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