Atlanta Wealth Management helps individuals, families, and trustees of personal trusts achieve their financial goals. Atlanta Wealth Management offers financial planning, investment policy statement development, investment management, and fiduciary training and assessments. Atlanta Wealth Management is a fee-only firm, meaning it does not receive commissions from the sale of financial products.
Assets Under Management$5.1M
Clients6
Advisors1
Avg. per Client$840K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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