Firm
Letson Investment Management
Atlanta, Georgia
Fee-only
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | letsoninvest.com |
| Phone | (404) 237-7794 |
Letson Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $1 Million : 1.00%" source
"Our fee-only investment services are best suited for clients with at least $1 million of investable assets." source
"Letson Investment Management has a fee-only structure that is based on a percentage of assets under management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $296 million |
| Individual clients | 29 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 125830 |