Advisor at American Wealth Management, Inc.
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Firm
American Wealth Management, Inc.
Location
Alpharetta, GA 30005
Credentials
CFA®, Series 66
Industry experience
24 years
Lee Hollingsworth is a CFA charterholder and holds a Series 66 license, with 24 years of industry experience. He has worked at Raymond James Financial Services since 2004. Outside of his advisory role, he operates as a part-time non-securities insurance agent, is an author of non-securities material, and provides administrative consulting to a fishing lodge excursion company. His firm provides discretionary investment management and strategic financial consulting primarily for pension and profit-sharing plans, nonprofit organizations, 401(k)/403(b) plans, and small businesses, while also working with trusts and individuals. The firm employs a Modern Portfolio Theory-based investment approach, using both active and passive strategies across multiple asset classes, and manages assets on a discretionary basis with a risk-tolerance driven allocation process.
Based on American Wealth Management, Inc.
~1% to 2% annually, paid quarterly, negotiable depending on client circumstances
Account minimum: $100,000 Fee-only: Advisory fees only, no commissions or transaction-based compensation received by the firm
3480 Preston Ridge Road, Suite 500
Alpharetta, GA 30005
Alabama · Florida · Georgia · North Carolina · South Carolina
Raymond James Financial Services, inc.
2004 - Present (22 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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