Pia, Lllp
Assets Under Management
$71.0M
Number of Clients
30
Number of Advisors
1
Avg. Portfolio per Client
$2.4M
Avg. Managed per Advisor
$71.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Piedmont Investment Advisory provides investment advice and manages portfolios for individuals, retirement plans, and pooled investment vehicles. Piedmont generally recommends publicly traded stocks and bonds, tailoring its advice to each client's needs and risk tolerance. Clients can place restrictions on their investments. Piedmont also advises the Piedmont Partners LP Fund.
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.50% to 1.00% and are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Loading...
Location
Six Concourse Pkwy, Suite 700, Atlanta, GA, 30328