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.
Georgia Fee-Only Financial Advisors
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.
What is a Fee-Only Financial Advisor?
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.