Fees

At Georgia Advisory Group we take Pride in the fact our Fee Structure is set up based on Actively managed accounts. Everything is done In-House. This Boutique approach demands purposeful staffing for personalized services.

By taking a Boutique approach it enables the customer experience to be focused on their unique family makeup. You are not thrown into a large bucket of Institutional Funds.

Our Strategy of using Options trading along with owning great companies, we believe, is a better-balanced approach in securing The Road Ahead.

Let Us show you How we do it!

Fee Structure

$250,000 - $500,000 : 1.75%
$501,000 - $1,000,000 : 1.50%
$1,000,001 - $3,000,000 : 1.25%
$3 Million to $5 Million : 1.00%

We have proven the promises

Reaching retirement age Having Dave Duley and his team working to grow my SEP account Knowing my investment window is 5 years Protecting the Principal is Paramount Slow and Steady Wins the Race
john
1 month ago
Georgia Advisory Group is unique in the personal attention they give their clients. I feel better knowing that they are looking out for my family's financial well-being on a daily basis. Dave Duly is not only a financial advisor but a family friend. I wouldn't trust anyone else with my family's future.
d
1 month ago
Dave and team effectively employ a variety of tools in the execution of a well-explained strategy. Unfortunately, I missed being with them during the pre-2022 boom times but they have navigated well through the 2022 downturn, saving me from enduring the significant losses I would have certainly seen with my previous money manager.
robert
Few days ago