WealthFlow | Johns Creek Advisors

1. Understanding the Client’s Personal and Financial Circumstances.

2. Identifying and Selecting Goals

3. Analyzing the Client’s Current Course of Action and Potential Alternative Courses of Action

4. Developing the Financial Planning Recommendation(s)

5. Presenting the Financial Planning Recommendation(s)

6. Implementing the Financial Planning Recommendation(s)

7. Monitoring Progress and Updating

Johns Creek Advisors WealthFlow

Premier Client Flat Fee

$40,000

MAA Advisory Only

Annually for all asset management, planning and consult.
Zero Advisor Fee.
Includes all asset management, planning, consult, and Carefull Credit protection.
Flat Fees subject to change over time and may decrease based an applicable factors.
Also includes services provided by Wealth.com.

Financial Planning

$3,500

All plans come with a year of updates and work and after the first year any updates are $500.

(Also includes services provided by Wealth.com)

Planning and Asset Management

$1,500

Maximum 1.5% Advisor and Platform Fee

MAA Advisory Only

All plans come with a year of updates and work and after the first year any updates are $500.

(Also includes services provided by Wealth.com)

Asset Management

1.75%

Maximum total platform and advisor fee

MAA Advisory only

Discounts for larger accounts.
Client in Manager or Unified Programs will pay a manager fee, based on the selected manager.

Financial Planning and Consulting Services is completed through a separate agreement from the Investment Management Services Agreement. Please refer to firm’s ADV Part 2A and the Client’s Agreement for additional platform, strategist or any related fees that may apply.

WEALTH.COM, separate from the services offered through Cetera, Can provide legal documents such as wills, trusts, POA’s, living directives, DNR’s, and more. Neither advisors nor Cetera provide tax or legal advice. Clients should consult their tax and legal professional for advice regarding their specific situation.