Paces Ferry Wealth Advisors is a registered investment advisor headquartered in Atlanta, Georgia. Paces Ferry manages investment portfolios and offers comprehensive financial planning and consulting services. The firm's approach utilizes fundamental, technical, and charting analysis, along with Modern Portfolio Theory and tactical asset allocation, to construct diversified portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Paces Ferry tailors its services to the specific goals, time horizons, and risk tolerance of each client. In addition to wealth management, Paces Ferry offers retirement plan consulting for employee benefit plans, acts as a reporting agent for certain private funds, and coordinates class action recovery services through a third-party platform.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally vary between 0.25% and 1.50% depending on portfolio size and composition. Fees are negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.