Resources Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Resources Asset Management, LLC provides discretionary investment management, financial planning (both integrated with advisory services and as standalone engagements), and consulting to individuals, high-net-worth individuals, trusts and estates. The firm advises on a range of holdings including equities, ETFs, mutual funds and held-away assets such as variable life insurance and employer retirement plan accounts.
The firm follows an active, asset-allocation-driven process tailored to each client’s objectives, time horizon and risk tolerance, with portfolios rebalanced on a quarterly, semi-annual or annual basis as appropriate. It combines fundamental, quantitative and technical analysis and uses third‑party model managers accessed through a platform provider to implement model-based strategies.
Resources Asset Management is notable for acting as a wrap fee program sponsor via a platform provider that selects model managers and handles administrative functions, including reporting and billing, with the platform retaining a portion of the advisory fee. The firm also produces periodic client reports and periodically offers no‑cost educational seminars and workshops, features that are less common among independent advisers.
Client services
Expertise
Fee options
Financial planning fixed fees start at $5,000 depending on complexity.
1% annually (negotiable, not to exceed 2.35%)
Insurance agents receive commissions for insurance product sales but firm's advisory services are fee-based.
Financial planning at $300/hour; consulting services at $250/hour.
Account minimum: $250,000 Fee-only: Financial planning fees start at $5,000 fixed or $300/hour; consulting fees at $250/hour.
Main office
Ellenwood GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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