Atlanta Consulting Group Advisors, LLC
Atlanta Consulting Group Advisors (ACG) offers investment advice and portfolio management to retirement plans, trusts, charities, corporations, family offices, individuals, and high-net-worth individuals. ACG works with clients to determine their investment goals and objectives and then tailors its services to meet those needs. ACG can manage investments with or without discretion, meaning they can make trades without asking first, or only with client approval. ACG also offers financial planning services alongside investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable for AUM over $100,000,000. The specific manner in which ACG’s Advisory Fees are charged is usually established in the Advisory Agreement between the client and the Firm. Generally, ACG’s Advisory Fee is billed and payable quarterly in advance. However, in its sole discretion, ACG permits certain clients to pay Advisory Fees in arrears, typically quarterly.