In some instances, the firm may create pooled access fund vehicles to give investors access to a diversified portfolio of alternative investments at no additional charge.īT Family Office is a fee-only firm that works exclusively with high-net-worth individuals - and has fewer than a dozen clients. While the firm’s portfolios include traditional investments in each asset class, it uses a wide range of investments that may extend to alternative investments. The firm has an internal investments team responsible for providing updates on each asset class and the issues affecting portfolios. Homrich Berg Wealth Management Investment Strategy This includes a principal, a director or senior associate, an associate and a client care coordinator. At Homrich Berg Wealth Management, each client is serviced by a team of three to four people. Since Homrich Berg Wealth Management’s founding, it has continued to grow, adding a second office in Atlanta in 2008 and another in 2013. Berg remains the firm’s main owner and he’s a principal at the firm.
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The firm was formed in 1989 by David Homrich and Andy Berg upon the “core belief that investors deserve unbiased advice,” its website explains. Homrich Berg Wealth Management Background
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However, you may be charged a minimum fee if you have below $500,000 in investable assets. There's no minimum required to be a client of Homrich Berg Wealth Management. In addition, Homrich Berg has six certified public accountants (CPAs), and four chartered financial analysts (CFA). The fee-only firm has several financially certified advisors on staff, including a number of certified financial planners (CFPs). Homrich Berg Wealth Management has by far the most assets under management (AUM) of any firm on this list. The qualifying firms were then ranked according to the following criteria:
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Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in Atlanta, we first identified all firms registered with the SEC in the city. Selection of other advisors (including private fund managers).