It is important to realize why choosing a fee-only investment advisor at Letson Investment Management is your best solution for managing your wealth. The most profound difference in working with a fee-only investment advisor is that you will benefit from a financial advisor that has your best interest as their driving force for success. When you have one of our fee-only advisors working for you, it means we have no incentive to recommend one investment or planning tool over another. Fee-only investment advisors do not receive commissions or referral fees of any kind that could get in the way of truly investing your wealth to its best growth potential.
Our fee-only investment model at Letson Investment Management is based on a percentage of assets under management, giving our clients the confidence of knowing that our advisors are economically tied to you. We can help you feel comfortable as we build a trusted relationship with you for both now and your long-term wealth management with us.
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.
Contact our Atlanta Fee-Only Investments Advisors today to schedule a consultation.