HomrichBerg Wealth Management- Financial Advisor Atlanta, GA

Home > Financial Advisor Directory > georgia > atlanta

About Homrich Berg Wealth Management

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. We serve as your family CFO, helping you with all of the financial issues that you face as you navigate the markets to achieve your goals. We will match you with the right lead advisor who fits your situation and needs to serve as your advisor. Our fee-only approach assures you that we are focused on serving you instead of selling you products. Ultimately our fiduciary, comprehensive, and personal approach is designed to provide Wealth Management Built For You^™.

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

Investment Advisor Representative

Acknowledged fiduciary

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

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

https://homrichberg.com/resources/form-adv/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892432/paladinregistry-Homrich-Berg-Wealth-Management-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Homrich Berg Wealth Management