Fee-Only Fiduciary Financial Services in Decatur, Georgia.
As a fee-only fiduciary and independent firm, we get paid for our advice and must put our clients best interests above our own.
1. WEALTH management
1% of assets under management
A close partnership with all the benefits of a CFA annual membership, plus Josh implements, manages and adjusts your portfolio while keeping you updated and in control at all times.
A minimum of $150k in assets required.
Annualized Asset-Based Fee & Assets Under Management Management Fees
1.00% (100 basis points) = $0-$2m
0.85% (85 basis points) = $2m -$5m
0.75% (75 basis points) = $5,000,001 - Above
2. cfa set yearly fee
$1,999 initiation fee + $250/month*
Provides families with less than $150k in assets, a custom financial plan and access to a financial advisor on an ongoing basis. The goal is joyfully working towards your family’s ultimate potential. Are you intentional with your finances?
The service includes:
Personalized financial plan
Full implementation
Ongoing guidance
Investment advice
No asset requirement
Virtual planning available
* Price varies depending on complexity
3. college planning - We offer 3 options:
FREE COLLEGE Affordability assessment
Ideal for high school students with a standardized test score (ACT/SAT) and a list of 3 colleges.
Personalized college cost report for one student at three colleges of your choice.
Determine how much you can really afford to pay for college.
Learn the real price for your select colleges
Get one college finance session
Free college affordability assessment
2. $899 - college cost and affordability assessment
Ideal for families who are not sure what they can afford.
Personalized college cost report for each of your kids at many colleges.
Explore different colleges that you may not have thought of.
Determine how much you can really afford to pay for college.
Learn the real price for your select colleges
Get two college finance sessions.
Audit of your FAFSA submittal.
3. $1,500 - College cost analysis, payment plan & RETIRE IN STYLE
Ideal for college-bound families who want to plan for college and stay on track for retirement.
Personalized college cost report for one student and the colleges of your choice.
3 meetings to create a full college assessment AND a retirement plan.
Session 1: Understand your college and retirement goals and collect financial statements
Session 2: Get prequalified for college and get a retirement plan.
Session 3: Verify action items, forward progress, and course correct as needed.
4. Hourly Advice & custom Financial Plans
$350/hr
Worried that your investments are too aggressive or too conservative?
Will you have enough to retire?
Curious about buying a new house but not sure how much you can afford?
Are you a DIY’er and just need a jump start?
Financial advice and custom financial plans that you can implement and manage yourself.
Personalized financial plans typically require 8-12 hours.