Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
Lee W Hollingsworth CFA provides independent financial planning services and objective investment advice. Services include investment management and strategic financial consulting billed hourly or by project. The firm is unaffiliated with any bank, broker/dealer, insurance company, or investment company.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are for the second year. First year fees are higher: 0.90% to $1M, 0.70% to $10M, 0.60% over $10M.
1560 Warsaw Rd, Suite 100, Roswell, GA, 30076