• “Investment Advice” to be executed entirely by the client or       their representative (hourly fees apply)

• In our “Managed Account”, we assemble clients’ portfolios using individual securities selected by our Investment Committee, securities currently being utilized by leading portfolio managers & various index funds.  (Our Basic Fee Schedule Applies)

• Our “Financial Planning Services” include from one to four days per year for services related to cash flow management, retirement income projections, income tax planning, insurance planning, estate planning, and any other financial question or concern the client may have (e.g., buy or lease car, deciding between multiple job offers, real estate investments, etc.)

To receive a copy of our ADV Part II, simply click here and send the email that will pop up.

4880 Lower Roswell Road, Suite 165-110, Marietta, GA 30068