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How does the advisor help clients – Key Takeaways:
Atlanta Capital is a financial advisory firm that provides expert guidance to clients in managing their assets and achieving their financial goals. With a team of experienced advisors and a wide range of services, they are dedicated to helping their clients succeed financially.
Facts and Insights
Founded in 2004, Atlanta Capital has established itself as a trusted advisor in the financial industry. Over the years, the firm has managed to grow its assets under management to millions of dollars, demonstrating their proven track record of success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10+ | 17 years |
Financial Services Offered
As a comprehensive financial advisory firm, Atlanta Capital offers a wide range of services to help their clients achieve their financial goals. These include investment management, retirement planning, estate planning, tax planning, and more. They work closely with their clients to create customized financial plans tailored to their specific needs and objectives.
Client Types
Atlanta Capital serves a diverse range of clients, including high net worth individuals, families, and small businesses. They understand that each client has unique financial needs and goals, and they strive to provide personalized solutions to help them succeed.
Fees & Compensation
Atlanta Capital is a fee-based advisor, meaning they charge a percentage of the assets under management as their fee. They believe this aligns their interests with those of their clients, as they only earn more when the client’s assets grow. They are transparent about their fees and strive to keep them reasonable and competitive in the market.
Background
The team at Atlanta Capital consists of experienced and knowledgeable advisors who are dedicated to helping their clients achieve financial success. They have a strong understanding of the market and stay informed about the latest financial trends and developments to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As an SEC-registered firm, Atlanta Capital is committed to providing full transparency to their clients. They have a strict code of ethics that they adhere to and disclose all potential conflicts of interest to their clients. They also have a clean record with no disciplinary actions on their record.