A complete list of active advisors currently associated with Georgia Advisory Group LLC

Warmer can help you find a great advisor at Georgia Advisory Group LLC or one who fits your needs even better.

Georgia Advisory Group provides discretionary portfolio management and limited consulting services to individuals, high-net-worth individuals, families, and small businesses. The firm reports managing approximately $105 million in client assets and generally requires a minimum account size (negotiable) to engage its investment management services. The firm describes a long-term, fundamentals-based approach focused on diversification, asset allocation, and risk management, recommending a minimum investment horizon of five years and using ETFs, individual equities, and options solely for protective or income-oriented purposes. Client accounts are managed under written discretionary authority, reviewed on an ongoing basis, and held at a qualified custodian who sends account statements directly to clients. What distinguishes the firm from many peers is its relatively large number of client relationships for a small advisory operation — an unusually high client-to-advisor ratio among independent advisers — and the fact that its advisers are also licensed insurance agents. Although the brochure frames the investment offering as fee-only, it discloses that insurance products may be offered on a fee or commission basis and that the firm recently added another investment adviser representative with full trading authority.

To learn more about the advisors currently working at Georgia Advisory Group LLC, 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.