wiseradvisor


Advisory South

Tel: 770-843-6333
3740 Davinci Court
Suite 430
Norcross, GA 30092
Advisory South | Financial Advisor in Norcross ,GA

Protecting Your Now. Building Your Tomorrow.


About Advisory South

At AdvisorySouth, we have one simple mission: building and preserving wealth and guiding our clients to a secure and successful financial future. We strive to simplify the complex world of investments, retirement plan consulting and personal financial order. In a world filled with volatility and uncertainty, AdvisorySouth pursues a partnership alongside our individual and business clients to share perspective and carefully attend to our clients' unique needs, desires and goals. We pledge to serve our clients with honesty and integrity. We will always act in the best interest of our clients. With offices in the Atlanta Metro area, the Georgia coast and Dothan, Alabama, AdvisorySouth has a distinctly southern footprint. We offer a diverse range of services that are custom tailored to our clients' needs for investment management, retirement plan consulting, and financial and estate planning services. These are all underscored by our commitment to remain fiercely independent of any financial firms, insurance companies or other institutional ties to offer totally objective, independent advice and services to our clients. Our team of professionals and staff provide deep bench strength of knowledge and expertise. With an average 20+ years of experience per advisor in investment management, retirement plan consulting, fiduciary governance, finance, business strategy and taxation, we will help you define your vision with clarity. Then we help build and assemble the pieces so you can proceed with confidence.

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General Information

Firm Start Year:   2009
No.of Employees:   5-9
Insurance License#:   511355
Name of Broker/Dealer:   Cambridge
Name of Custodial Firm:   National Financial services
States Licensed in:   GA, TN, FL, CA, ME, IL, VA, AL,
Number of Years with Current Firm:   13
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Foreign Languages Serviced:   English
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management

Services

Investment Types:   Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Insurance, Annuities, Stocks, Bonds, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Phone, Our Office, Your Home, Our Offices, Video Conference, Via Email

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Long Term Care, Life, Variable Annuity, Health, Accident, Disability, Variable Life

Firm Information

Advisor's Number of Clients:   120
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   100
Assets Managed by Advisor:   $74,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Commissions, Based on Assets
Fee % Based on Assets:   1%
Additional Details on Charges:   We will do a very comprehensive financial plan starting at $100/month and will increase based on complexity of the plan. First meeting is complimentary
Minimum Fee Charged for Managed Accounts:   NA
Minimum Fee Charged for Hourly Planning Accounts:   $200

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Financial Services

Retirement Planning

Today's retirement isn't your parents retirement. Back then, employers and government partnered to provide a combination of pension and social security that usually took care of everything. They were less dependent on personal assets. Now, we have 401(k) instead of pensions. Social Security feels a little less secure. Your retirement income has largely become your responsibility. You don't know how long your retirement will last. It's not uncommon today to see people live 20, 30 or even 40 years in retirement. Prices continue to go up and investing your retirement assets is more confusing than ever. You have to figure out how to maintain inflation adjusted retirement income for a long period of time.

The advisors at AdvisorySouth have a comprehensive, structured approach for managing your assets in retirement. You can expect to sleep better at night regardless of market volatility. We divide your retirement into a number of bite-sized time periods. We use risk alignment and diversification to build your investment mix and help to assure that your inflation-adjusted income, both now and through your retirement years, will be assured. Our strategy helps time in the market work for you, not against you. Our rigorous structure for beginning and then monitoring your process makes it simple for you. You will always know exactly where you stand financially and what to expect looking forward. If you have life changes, we can adjust for that, too.

Financial Planning for Individuals

We build more than a financial plan; we build relationships with our clients. We want to understand your goals and know if your circumstances change, so we can adjust your plan to help keep you on track. Our comprehensive approach to planning includes understanding your financial future and creating a plan aligned with your short and long-term goals including: retirement, college funding, estate planning, and investments.

We want to know how much risk you're comfortable with, so we can review your portfolio and align it with your goals and risk tolerance.

After your plan is confirmed and in action, we'll regularly meet with you to review it and discuss any needed changes to keep you on the path and work toward your financial goals.

Insurance Planning

Protecting your financial future is key. Understanding the insurance you need means taking a deeper look at your situation because unexpected life events can interrupt even the most detailed plans for your family or your business. We can analyze your current insurance policies and see how they align with your finances and long-term goals to make recommendations. You want to ensure that you have the means to take care of yourself, your family or your business if something should happen to you. Our efforts seek more efficient sources of capital for you that will fund estate tax obligations, business and family cash flow needs, if you have an event such as death or disability.

AdvisorySouth is totally independent and therefore not predisposed to products that may be pushed by others in this industry. We have access to more carriers and leverage to obtain favorable underwriting for our clients. We typically find ways to improve plan design and techniques to minimize tax exposure and potential financial abuse by beneficiaries.

We safeguard families health and financial information; help enhance trustees role and monitoring responsibility and we are often able to improve results when insurance underperformance is revealed.

Estate Planning & Trusts

You've worked hard to accumulate assets and a strong financial base. AdvisorySouth can help you design a comprehensive estate plan to preserve your wealth and your legacy for your family and heirs. We will help assure that you have the appropriate documents and strategies in place to direct your property, assets, life insurance and items of significance to the people you care about. We can assemble a team for you that would include an attorney and tax advisor or trust officer. Afterward, ongoing monitoring of your plan is critical to address any family, beneficiary, financial or health changes that occur later. In some cases, if your net worth exceed certain thresholds, we can provide you with estimates for state and federal government taxes that might be applicable at your or your spouse's deaths. Additional planning helps to minimize tax exposure for your heirs through trusts, charitable giving, life insurance or other measures while you maintain control over your property and assets. We don't practice law or provide tax advice but we do help you evaluate your situation and legacy needs so you are fully prepared to make the right decisions and execute them with your advisors.

Investment Advice & Management

Today, innovation is critical to continued investment success. Our investment philosophy embraces traditional wisdom, while it also reflects recent advances in portfolio construction theory that respond to new market realities. Risk tolerance, not return expectation, is the beginning basis for investment decisions. We have found that diversification among asset classes and institutional portfolio managers can enhance your total portfolio results and help to control risk across all market cycles.

Ongoing monitoring and review of results and consistency are also critical in sustaining your successful portfolio. AdvisorySouth puts great emphasis on our comprehensive investment discipline, ongoing monitoring, and most all, we will always be being careful to listen to you.

In summary, we take an active approach to helping you manage, protect and grow your wealth. We know that youve worked hard for what you have, so we work with you to coordinate all aspects that contribute to your wealth  your financial, retirement and estate plan, funding your childrens education, business succession and your investments. We work with you to understand and analyze your situation and offer solutions to help keep every aspect of wealth working toward your financial goals.

Compliance

Registered Representative:

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


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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