Executive Money Managers works with individuals, companies, trusts and charities in achieving their financial goals.
We do not charge brokerage fees and do not derive any income from companies or individuals who supply goods or services to our client base.
We focus on the following types of investments:
- Openly traded issues on the NYSE,NASDAQ, Foreign Stocks registered as ADR "American Depository Receipts" & Short Maturity Bonds
- We do not invest in Annuities
We charge a percentage of assets under management for investment supervisory services as follows:
- 1% Annually, Billable one- fourth percent (1/4%) quarterly for the first $250,000.00
- 1/2% Annually, Billable one-eighth percent (1/8%) quarterly for additional amounts over $250,000.00
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We love working with our clients, so drop us a line for a casual chat.
236 North Cherokee Road, Social Circle, Georgia 30025, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment