Southern Georgia Wealth Advisors is a registered investment advisory firm based in Vidalia, Georgia, founded by Paul Daft in 2026. The firm offers discretionary and non-discretionary portfolio management services tailored to individual client objectives, time horizons, and risk tolerances. Southern Georgia Wealth Advisors utilizes various investment strategies, including fundamental analysis, cyclical analysis, Modern Portfolio Theory, and long-term and short-term purchases, while also incorporating financial planning and consulting as an integral aspect of portfolio management. The firm advises on a broad range of investments, such as equities, corporate debt, certificates of deposit, municipal securities, mutual funds, government securities, options, money market funds, real estate investment trusts, exchange-traded funds, and leveraged exchange-traded funds. Southern Georgia Wealth Advisors primarily serves individuals and high net worth individuals, maintaining client assets with qualified custodians such as Charles Schwab & Co., Inc.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee varies up to 1.00% depending on portfolio market value, service complexity, and administration level. Fees are negotiable.