Patton Albertson Miller Group, LLC

Patton Albertson Miller Group, LLC is a fee-only wealth management firm founded in 2003 and succeeded to the advisory business of its predecessor in 2015. The firm specializes in providing investment and financial planning services to affluent individuals, families, pension/profit sharing plans, and charitable organizations with $1 million or more to invest. Their services include wealth management, investment management, estate planning, tax planning, and more. The firm is managed by PAM Group Principals and is part of the Focus Financial Partners, LLC partnership. They offer discretionary asset management services, where they make investment decisions on behalf of clients without prior approval. Clients have the option to direct brokerage and can choose to vote their own proxies. PAM Group has no reportable disciplinary events and does not engage in principal transactions. The firm receives compensation for client referrals and has arrangements with third parties for class action claims processing. PAM Group does not require prepayment of fees exceeding $1,200 and has not been subject to bankruptcy.