Georgia Advisory Group offers investment management services focused on long-term asset growth. They create and monitor investment portfolios based on your goals, risk tolerance, and time horizon. They primarily serve individuals, high-net-worth individuals, families, and small businesses, typically requiring a minimum account size of $100,000, which is negotiable.
Assets Under Management$110M
Clients285
Advisors2
Avg. per Client$370K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are negotiable. Household accounts may be aggregated for breakpoint purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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