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Paladin Research Report For:

Homrich Berg Wealth Management

Homrich Berg Wealth Management

3550 Lenox Rd NE
Suite 2700
Atlanta, GA 30326
404-264-1400

About Homrich Berg Wealth Management

See Disclosures

General Information

Firm Start Year
  • 1989
No. of Employees
  • 100-499
Firm CRD#
  • 316731
Work with the following types of clients
  • Families, insitutions, nonprofits, foundations, and corporations
Advisory Services Provided
  • Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Firm Information

Firm's Number of Clients
  • 4,012
Firm's Number of Planning Clients
  • 3,633
Firm's Number of Managed Clients
  • 4,012
Assets Managed by Firm
  • $17,140,521,716

Compensation and Fees

Fee Structure
  • Fee-Only
Compensation Methods
  • Based on Assets
Fee % Based on Assets
  • 1.25%
Additional Details on Charges
  • Fee starts at 1.25% of AUM and drops to 1% for AUM above $1M, and continues to decrease as wealth increases.
Minimum Fee Charged for Managed Accounts
  • $12,500

Disclosures