Tools Guides and Straight Answers

Attend is fee-based. Portfolio management is a tiered percentage of assets we manage, billed in arrears, and financial plans are a flat fixed fee. When insurance is implemented through us, the policy pays a commission, and we tell you that plainly before anything is placed. Our full fee schedule is published in our Form ADV.

On our advisory services, we are held to a fiduciary standard: advice in your best interest. Insurance implementation is compensated by commission rather than an advisory fee, which is exactly why we disclose it in writing before anything is placed.

Not us. Client accounts are held in your own name at Charles Schwab, one of the largest custodians in the country. Attend does not take custody of your assets: you can log in at Schwab any time and see every holding and every transaction for yourself.

No. Attend has no account minimum for any of its services. We work with people at the moment their finances get complicated, not at an arbitrary asset number.

Bring every financial question you have. We spend most of the call listening, then give you an honest read on where you stand and what a plan would look like. No pressure and no obligation.

No. We start with the plan. If managing investments together makes sense, transfers are handled carefully to avoid unnecessary taxes, and anything better left where it is, stays where it is.

Yes. Our office is in Midtown Atlanta, but we meet by video as often as in person, and we work with families across Georgia and in other states where we are registered.