Financial Advisors: Request Information from The Advisory Firm

Fill out the form below to take the first step toward financial security. We will then contact you. Thanks: The Advisory Firm.

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-- Select One (required) -- Money Management Retirement Planning 401K to IRA Rollover Estate Planning 529 College Savings

	I understand that The Advisory Firm has a portfolio minimum of $100,000.
	I am a prospective client. This is not a commercial solicitation.

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The Advisory Firm

12600 Deerfield Parkway
Suite 100
Alpharetta, GA  30004

Who We Are

The Advisory Firm, LLC is an independent Registered Investment Advisor.  This means that we are held to a higher standard than stockbrokers with it comes to the financial interests of our clients.  As an independent Registered Investment Advisor we have a fiduciary duty to our clients, which means that:

We act in the best interest of our clients at all times.

We work strictly on a Fee-Only compensation arrangement.  This means that we are paid an asset-based fee, so our interests are always in alignment with our clients.

We are in the business of giving advice and managing money for clients.  We do not engage in business activities like investment banking, underwriting or retail banking.

James A. Daniel, CFP®

James offers true financial advice and investment management based on the principals of comprehensive financial planning.  I will work with you to identify your goals and then figure out the best investment strategy to help you achieve them. 

Retirement is the largest financial decision you will ever make. 
Doesn't it make sense to have a plan for it?

How We Help

The Advisory Firm offers both financial planning services and investment management services.

Prime Working Career: we can help you develop a comprehensive plan to cover all aspects of your financial life and to give you a roadmap for how to make sure you are on track with retirement, insurance, college savings, company benefits, investing and estate planning.

Pre-Retired: we can help you answer the question, "Can we Retire?", and counsel you on what steps you can take to make sure your goal can be reached.

Retired: we can help you build a strategy to make sure you are not going to outlive your investments and how to plan for any health related expenditures.

Our Fee Schedule

Investment Management Fees

• 1% annual fee on the first $1,000,000 in assets ($100,000 to $1,000,000)
• .8% annual fee on the next $1,000,000 in assets ($1,000,001 to $2,000,000)
• .6% annual fee on remaining assets over $2,000,000

 
Financial Planning fees are separate and quoted individually per client"

Thank you for your inquiry!

 NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.

Please be aware that The Advisory Firm has a portfolio minimum of $100,000 to accept inquiries through this directory.

All Financial Advisors is