Investher Fiduciary Solutions, LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

InvestHER Fiduciary Solutions primarily serves employer‑sponsored retirement plans and other pooled or institutional assets, while also offering financial planning and implementation services for business owners, retirees, and plan participants. The firm provides fiduciary advisor services for ERISA plans, participant education and enrollment support, and access to portfolio management through a strategic partnership with StreamSong Advisors.

The firm works by providing fiduciary oversight, investment selection and monitoring, and periodic plan reviews, supported by third‑party research and asset allocation tools. For managed portfolios it relies on StreamSong for discretionary trading and proxy voting, and it supplements plan services with participant workshops and individualized financial planning advice.

Compared with many investment managers, InvestHER combines consulting and retirement fiduciary services with an in‑house licensed insurance agency that places insurance‑based products for commissions and implements client solutions. It also offers a range of billing arrangements beyond typical percentage‑of‑AUM fees — including hourly, flat, and retainer options — and emphasizes participant education and guaranteed investment products for certain services.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Retirement income strategy Business succession planning College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Founder/Business Owner Retired

Demographic focus

Women Business Owners

Fee options

Fixed

Flat fee for comprehensive financial plans, with payment options including 50% deposit upfront and balance on delivery or full payment in advance with discount.

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Commissions

Commissions earned from insurance-based products.

Project-based

Hourly consulting fees charged based on time spent providing advice and services.

Other

Fee-only: Hourly consulting fees billed for actual hours worked; flat fees for comprehensive financial plans with proprietary calculation based on time and complexity; retainer fees for ongoing access to services.

Main office location

Investher Fiduciary Solutions, LLC

2905 E Point Street, #91589

Atlanta GA 30344, United States

Number of offices

Most active in

Georgia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 678-218-4900

Advisors at this firm

Melissa G

Series 63, Series 65

Atlanta, GA

Investher Fiduciary Solutions, LLC

Melissa George is a financial advisor with InvestHER Fiduciary Solutions, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has led Melissa L. George & Associates since 2006. Her outside activities include serving as Board Chair of the House Proud Non-Profit and as a board member of Girls Inc. Atlanta. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, offering fiduciary advisor services, participant education, and financial planning for business owners and retirees. The firm combines fiduciary oversight with investment management through a partnership with StreamSong Advisors, providing a range of billing options and participant-focused education.

Retirement income strategy Business succession planning College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Retired Women Business Owners

Porsche L

Series 63, Series 65

Atlanta, GA

Investher Fiduciary Solutions, LLC

Porsche Love is a financial advisor at InvestHER Fiduciary Solutions, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including MassMutual Life Insurance Co and Wells Fargo. Outside of her advisory role, she is involved in public speaking and writing on home ownership and financial literacy. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, providing fiduciary oversight, investment selection, and participant education. The firm combines consulting and retirement fiduciary services with an in-house licensed insurance agency and offers a variety of billing arrangements alongside portfolio management through a strategic partnership with StreamSong Advisors.

Retirement income strategy Business succession planning College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Retired Women Business Owners

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