Our Atlanta clients benefit from our fee-only structure at Letson Investment Management. Our management fees are strictly based on a percentage of assets under management without any commissions or referral fees. Therefore, when you choose us as your fee-only financial advisor, you are committed to receiving the most personally beneficial and strategic financial advice without any conflicts of interest.
Our fee-only financial advisors in Georgia can manage a wide variety of accounts including those for individuals, estates, trusts and retirement plans on a fully discretionary basis. Our fee-only financial services are best suited for clients with at least $1 million of investable assets. The standard fees for our equity accounts are:
First $1 Million : 1.00%
Next $2 Million : 0.75%
Over $3 Million : 0.50%
You will not find a more dedicated team of fee-only financial advisors in Georgia. We not only give our clients low management fees with unmatched customer service, but we also negotiate discounted brokerage fees on their behalf as well.
A fee-only financial advisor is the key to getting quality financial advice without any conflicts of interest. As a Registered Investment Advisor of Letson Investment Management, we uphold a fee-only structure defined by a fiduciary responsibility, which means we have an undivided loyalty to our clients as we invest their wealth. Our fee-only financial advisors do not sell any financial products or benefit from referral fees or commissions of any kind. Choosing a fee-only financial advisor at Letson Investment Management means you are gaining a partner to manage your wealth with your best interest as our top priority.
Contact an Atlanta Fee-Only Financial Advisor at Letson Investment Management today to schedule a consultation.