Financial Advisors Atlanta, GA

Financial Advisor Reviews Atlanta, GA

Balentine includes financial planning services with its wealth management program. If you do not have the required minimum assets, you can receive financial advising for a rate determined by the level of consulting desired. Balentine sometimes considers taking on clients with $2.5 million in assets, which is half the usual requirement. Fees charged for wealth management are primarily a percentage of assets, but some clients also pay performance-based fees.

Balentine financial advisors use a unique approach to planning by using interactive digital tools and meeting with the client’s insurance agents, attorneys and CPAs. This method creates a complete financial picture within the Balentine Blueprint app. This technology lets clients see the economic impact of various choices.

Capital Investment Advisors clients share information with a financial advisor the first time they meet. The client also learns more about Capital Investment Advisors during the meeting in Atlanta. Clients who decide to work with the financial advisor answer a series of questions to provide data used to complete a financial plan and determine any additional services that would benefit the client. After the financial plan is complete, clients move into the asset management phase of the service. Capital Investment Advisors allows clients to restrict investments in companies that don’t align with their beliefs, including tobacco companies.

Capital Investment Advisors charges fees based on a percentage of portfolio value. Clients who take advantage of the firm’s tax preparation service either get the service at no cost or for a flat fee. Businesses and individuals may receive consultations at a rate of $300 per hour.

JOYN Advisors operated for 25 years in Atlanta under the business names Geller and GV. After analyzing decades of behavioral wealth research, the company changed its financial advising model and adopted the JOYN Advisors name. JOYN combines the human behavior factor with years of experience in wealth management to help clients make better decisions. This unique financial advising program is especially useful during stressful times or when being faced with expensive life challenges.

JOYN Advisors lists no minimum assets requirement in SEC documents. Instead, clients pay a flat $11,000 fee for services annually. The firm may elect to negotiate or waive this fee for some clients.

ACG Wealth offers four distinct levels of financial advising from its Atlanta office. The Life Access plan provides essential financial planning with a budget and financial goals. What-if scenarios show clients how decisions impact their future goals. Life Access includes an online tool to help clients stay on course to meet their objectives. Active Investment Management’s services involve working with an investment manager, investment advisor, or both since ACG keeps the two functions separate. ACG insurance assessments entail a financial advisor explaining how to manage risk and minimize financial loss. The fourth option, Digital ACG, combines an online investment platform and automatic investing with live advice from an ACG professional. This program is an option for those who want an easy wealth management tool to use on their own time as they start growing their funds.

You can dip your toe in the water of investing with a minimum $500 to open a Digital ACG account. Otherwise, the minimum is $50,000 in assets. ACG bills financial advising and consulting fees at an hourly rate, and portfolio management fees are a percentage of the asset account balance.

West Paces Advisors serves every client as a fiduciary, building investment programs based on liquidity, defensive rise and market risk. The client’s current finances, anticipated need to draw from the portfolio, longer-term goals and tax considerations are some of the factors used to build a financial plan. West Paces is an independent Registered Investment Advisor firm and can provide clients unlimited financial solutions and tools. Financial advisors are compensated with a three-tiered fee structure based on a percentage of the account value.

West Paces Advisors offers generational wealth management to clients by collaborating with external partners and resources as needed. One of West Paces’ primary financial advising goals is to eliminate hassles for clients.

Brightworth provides financial advising and investment management services to high net worth individuals, families, trusts, estates, charitable organizations and other entities. Brightworth develops client portfolios using asset allocation strategies utilizing stocks, bonds, real assets and alternative investments, such as oil and gas or commodities. The firm charges an hourly rate for financial planning or working with a wealth advisor. Otherwise, the fee-only structure is based on annual asset management fees equal to a percentage of portfolio value.

Brightworth counsels clients on matters surrounding cash flow, taxes, retirement planning, insurance coverage, education funding, estate planning, trusts, business transitions and more.

Wealthcare for Women provides comprehensive financial plans with consideration for each client’s priorities. After taking ample time to create an effective strategy, the financial advisor works on identifying solutions for investments, insurance coverage, estate planning and any other appropriate services for the client. Wealthcare for Women helps plan for retirement, college expenses, caring for aging parents and other circumstances that typically concern women. The company is especially helpful for divorced or widowed women and works to develop financial confidence with its clients.

About 12% of individual Wealthcare for Women clients are in the high net worth category. The firm also provides financial services to charitable funds, businesses and pension funds. Wealthcare for Women specifies no minimum asset requirements in SEC documentation but charges a $500 minimum fee for asset management. Other costs are based on a percentage of portfolio value, with no commissions.

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