Homrich Berg

Wealth Management Firm in Atlanta, GA

Firm Info
Address: 3550 Lenox Rd NE #2700, Atlanta, GA 30326, USA
Phone: (404) 264-1400

Firm Size
Assets Under Management: $11.1 billion
# of Advisors: 81
# of Clients: 10,198
Client to Advisor Ratio: 126:1
Average Account Size: $1.1 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Investment Companies
  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Homrich Berg Overview

HOMRICH BERG is an investment advisory firm that has been in business since 2021. The firm is headquartered in Atlanta, GA, and operates as a fee-based entity. As a registered investment advisory firm, HOMRICH BERG offers investment advice only, which means that they do not engage in any transactions involving securities or act as a broker-dealer. The firm provides a range of services, including financial planning, portfolio management for individuals and small businesses, as well as businesses or institutional clients. HOMRICH BERG also specializes in portfolio management for investment companies and pooled investment vehicles. These services are designed to help clients achieve their financial objectives and manage their investments more efficiently. HOMRICH BERG's team of experienced advisors is dedicated to providing customized investment strategies that meet the unique needs of their clients. Their approach is client-centric, which means that they always prioritize the client's interests and focus on building long-lasting relationships. With their expertise in financial planning and portfolio management, HOMRICH BERG is well-positioned to help clients navigate the complexities of the financial landscape and achieve their goals.

The renowned firm, HOMRICH BERG, serves a diverse range of clientele from various sectors. The firm's highly esteemed services are tailor-made for individuals, high net worth individuals, investment companies, pooled investment vehicles, pension or profit sharing plans, charitable organizations, state or municipal government entities, other corporation types not listed, and other types of clients. With an exceptional track record of providing financial advice and assistance, HOMRICH BERG has become a trusted partner for their clients. Clients of HOMRICH BERG are offered an array of options when it comes to fee structures, which would depend on the service provided. These options include the percentage of AUM (Assets Under Management), hourly fees, and fixed fees. The percentage of AUM fee structure involves clients paying an agreed-on percentage (typically 1-2%) of their total assets under management as compensation for the firm's advisory services. The hourly fee structure is based on the amount of time spent on tasks related to clients' specific financial needs. Lastly, the fixed fee structure charges clients a set fee for specified services rendered. HOMRICH BERG's clients can rest assured that all of their financial needs will be catered to with the firm's flexibility in fee structures.

Typical Clients, Fee Structures & Investment Minimum

According to HOMRICH BERG's Part 2 Brochure, a note about investment minimums is not mentioned. Therefore, it is unclear what the firm's investment minimum is. Potential clients may need to contact the firm directly to inquire about investment minimums and determine if they meet the requirements to work with HOMRICH BERG.

How This Office Can Help Atlanta, GA Residents

Homrich Berg is a renowned financial planning and wealth management firm that assists individuals, families and businesses in Atlanta, GA. Their mission is to provide customized solutions to help clients achieve their financial objectives, optimize returns on their investments, and mitigate risks. Their comprehensive services include financial planning, investment management, tax planning, risk management, legacy planning and more. Atlanta residents may face varied financial situations ranging from managing their retirement planning, managing their investments, paying off debt, saving for college education or buying a house. Moreover, as a thriving metropolitan city, Atlanta also has an economy that can be influenced by national and international economic trends, leaving many residents concerned about their financial futures. Homrich Berg’s experienced team of financial experts can help residents navigate these and other complex financial issues, providing personalized advice and guidance to ensure a secure and prosperous financial future.


Services Offered by Homrich Berg

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Homrich Berg most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3550 Lenox Rd NE #2700, Atlanta, GA 30326, USA
Phone (404) 264-1400
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Homrich Berg is registered to service clients in the following states:

  • Alabama
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • District of Columbia
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Indiana
  • Kansas
  • Kentucky
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Homrich Berg does not have any disclosures. Please visit it's Form ADV for more details.