Attainment Asset Management LLC
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About
Attainment Asset Management provides discretionary asset management and separate financial planning and consulting to individuals, high‑net‑worth individuals, trusts and estates. Financial planning is offered as a supplemental, fixed‑fee service delivered on a stated timeline and is not bundled with ongoing portfolio management.
The firm implements client portfolios using fundamental and technical analysis to establish asset allocation, select securities, and monitor holdings in line with each client’s documented objectives and risk tolerance. Accounts are custodied through a designated institutional custodian, trading is aggregated when practicable, and clients may impose written investment restrictions on their discretionary mandates.
The firm’s brochure discloses that the managing member maintains a state insurance license and offers insurance products for which he receives separate commissions, an outside business activity identified as a potential conflict of interest. The brochure also notes the firm receives custodial and soft‑dollar benefits from its chosen custodian and that it does not routinely vote client proxies, leaving proxy voting to clients unless assistance is requested.
Client services
Expertise
Fee options
$0 - $250,000: 2.00% annually $250,000.01 - $500,000: 1.75% annually $500,000.01 - $750,000: 1.50% annually $750,000.01 - $1,000,000: 1.25% annually $1,000,000.01 - $5,000,000: 1.00% annually $5,000,000.01+: 0.75% annually
Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance commissions
Account minimum: $25,000 Fee-only: $200 fixed fee for financial planning
Main office
Clayton GA
Advisors at this office
1
Most active in
Georgia · Virginia
Also doing business as
Attainment Asset Management LLC · Attainment Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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