Client Requirements

Advisory Clients Minimum Requirements

We serve clients to the best of our abilities and seek to exceed their expectation. Limiting clientele and having basic requirements allow us to best serve your interest. We have set forth a schedule to begin a relationship with Atlanta Wealth Consultants, LLC®. You need to satisfy only one of the following:

• An investment portfolio of $250,000 within 12 months.
• Satisfy a minimum fee of $1,500 per year for investment management.
• Anticipated $500,000 portfolio within 5 years.
• Investment portfolio of $125,000 with annual savings of approximately $50,000 per year ($1,500 minimum fee applies).
• Annual savings of approximately $100,000 ($1,500 minimum fee applies).
• Immediate family member of client with a portfolio over $250,000 ($1,000 minimum fee).
• Immediate family member of a client with portfolio over $500,000 (no minimum applies).

Fees for Atlanta Wealth Consultants, LLC® wealth management services are as follows:

$250,000 – $500,000…………1.25%
Next $500,000…………………..0.9%
Next $4,000,0000………………0.8%
Next $5,000,0000………………0.5%
Minimum Annual Fee…………$1,500

For accounts using only our Passive Investment Models $1,000,000 and more we offer our proprietary asset allocation models with rebalancing features for $3,995 year. This is one of the most cost competitive advisory offerings available anywhere.

For accounts using Atlanta Wealth Consultants’ Market Opportunity Model, the fee starts at 2.25%.

If you are currently an Atlanta Wealth Consultants’ client and would like to refer a friend, family member, or business associate to Atlanta Wealth Consultants, please contact your advisor at 678-680-5300 or email us at info@awc2.com.