Wealth Partners is a registered investment advisor based in Moreland, Georgia, offering financial planning, direct portfolio management, and self-directed portfolio management services to individuals and families. The firm operates on a fee-only basis, meaning it does not accept commissions or third-party incentives, and acts in a legal capacity to put client interests first. Wealth Partners follows a systematic, risk-controlled active management approach, utilizing strategic asset diversification and tactical adjustments to meet client goals. Services cover cash flow, debt management, retirement planning, estate planning, tax planning, asset allocation, and investment selection. The firm is led by Bryan V. Blair, a Certified Financial Planner and Chartered Financial Consultant.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for direct portfolio management are based on aggregate total account balance rather than tiered brackets. Fees for accounts over $5,000,000 are negotiable. Self-directed portfolio management is also available at lower rates ranging from 0.50% down to 0.25%.