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™.
Team Homrich Berg
Your HB team will typically include a lead advisor, associate, and client service operations specialist. We believe in the power of true expertise. Many of our HBers have certifications that we believe are marks of excellence in the planning and investments world, such as Certified Financial Planner® certificants, Chartered Financial Analyst® charterholders, and multiple CPAs. Your team will use many of our firmwide specialists to help with specific financial or investment questions as appropriate. While you may only be directly involved with a small number of people most of the time, we all work together as a collaborative team to accomplish a shared mission for our clients, firm, and one another. This means that, ultimately, everyone at HB is part of your client service team!
General Information |
| Firm Start Year: | 1989 | |
| No. of Employees: | 100-499 | |
| 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 |
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/ |
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Additional Detailed Disclosures |
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
| Mon. | 8:30 AM - 5:00 PM |
| Tue. | 8:30 AM - 5:00 PM |
| Wed. | 8:30 AM - 5:00 PM |
| Thu. | 8:30 AM - 5:00 PM |
| Fri. | 8:30 AM - 5:00 PM |
| We can serve clients in all states. |
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