Ages Legacy Advisors is a registered investment advisor founded in January 2026 and located in South Fulton, Georgia. Led by founder and Certified Financial Planner Shardéa Ages, the firm provides personalized investment management and comprehensive financial planning services to individuals and high-net-worth clients. Their investment approach utilizes Modern Portfolio Theory, fundamental analysis, and asset allocation strategies, focusing on stocks, bonds, mutual funds, and exchange-traded funds, with options for socially responsible investing. In addition to portfolio management, Ages Legacy Advisors offers ongoing and project-based financial planning covering areas such as retirement planning, tax strategies, cash flow and debt management, college savings, employee benefits optimization, estate planning coordination, and business planning. The firm operates on a fee-only basis, ensuring that compensation comes solely from client fees rather than commissions from product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and household accounts may be aggregated.