A complete list of active advisors currently associated with Wealth Mgt Group of Georgia
Warmer can help you find a great advisor at Wealth Mgt Group of Georgia or one who fits your needs even better.
Wealth Management Group of Georgia is a registered investment adviser that focuses on managing pooled vehicles and institutional mandates rather than individual retail accounts. Its Form ADV materials indicate the firm currently reports no individual clients and operates with a single advisory professional. The firm's brochure notes common percentage-of-assets-under-management fee arrangements but also discloses that hourly fee billing is available for certain services, an arrangement that is uncommon among investment-manager peers. The Form ADV and supplement further show that advisory oversight and compliance responsibilities are concentrated in the firm’s principal, who also serves as chief compliance officer. What is distinctive about this firm is the combination of its institutional/pooled focus with the ADV reporting no assets under management and no individual clients, which is atypical for firms in this category. The availability of hourly fees alongside more typical AUM-based billing, plus a compact governance structure, differentiates it from many peers.
To learn more about the advisors currently working at Wealth Mgt Group of Georgia, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Marietta, GA
| 15
|
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