DIRECTORY OF REGISTERED ADVISORS
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Homrich Berg Wealth Management
Homrich Berg Wealth Management
3550 Lenox Rd NE
Suite 2700
Atlanta, GA 30326
404-264-1400
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
Services
Investment Types
Exchange Traded Funds (ETFs), Stocks, Bonds, Private Investments, Mutual Funds
Can meet clients in the following ways
Your Office, Video Conference, Your Home, Our Office, Phone
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
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
Fee % Based on Assets
1.25%
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.financialadvisor.net/disclosure/1892432/financialadvisor-Homrich-Berg-Wealth-Management-detailed-disclosure.html