Assets Under Management
$402.4M
Number of Clients
1,634
Number of Advisors
33
Average Client AUM
$246K
AUM per Advisor
$12.2M
Compensation
Fee-Only (AUM)
CIA offers a wrap-fee program where IARs act as portfolio managers. They work with clients to identify goals, objectives, and risk tolerance to create a suitable portfolio. Product recommendations include equities, bonds, mutual funds, and alternative investments. Client assets are held at approved custodians like Charles Schwab and SEI.
1600 Pennsylvania Ave., Mcdonough, GA, 30253