Georgia Wealth Partners, LLC

Georgia Wealth Partners, LLC is a registered investment advisor established in March 2014 by Donald Lee Crider, Jr. and Corey R. Letson. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive ongoing monitoring and discretionary authority for investment decisions. Georgia Wealth Partners may engage third-party money managers, such as SEI Private Trust, to provide additional portfolio management services. Financial planning services are offered on a flat fee basis ranging from $1,500 to $10,000. The firm acts as a fiduciary, obligated to act in the best interests of clients, with a fee structure based on a percentage of assets under management. Clients may terminate the agreement within five business days of signing without penalty. The firm does not charge performance-based fees and does not have any disciplinary events on record. Georgia Wealth Partners does not receive compensation for client referrals and does not participate in wrap fee programs. Clients have access to a variety of financial industry benefits through SEI, the chosen custodian. The firm does not accept custody of client assets and provides discretionary investment advisory services. Client privacy and data security are paramount, with strict confidentiality policies in place. Clients have the right to decline to provide information and can contact the firm for any data-related concerns.