linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Harold Weeks Small

Fiduciaryvest, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Harold? Claim Your Profile

About Harold Weeks Small

Harold Weeks Small is an investment advisor representative with Fiduciaryvest, LLC in Atlanta, Georgia. Harold has been in the industry since January 2005. Harold holds a Series 65 license and is registered in Georgia. Harold's firm specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. Fiduciaryvest, LLC provides discretionary asset allocation, consulting regarding strategy, policy, governance, asset allocation projections, and research. The firm also offers educational seminars and selection of other advisors.

Firm Information

Harold Small is currently registered with Fiduciaryvest, LLC. Fiduciaryvest, LLC is an investment advisor based in Atlanta, Georgia. They provide a range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. They have expertise in discretionary asset allocation, consulting on strategy, policy, governance, and asset allocation projections. The firm manages over $4.6 billion in assets for clients including insurance companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
Fiduciaryvest, LLC

600 GALLERIA PARKWAY SE

ATLANTA, GA 30339-5938

$4.64B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

(a) discretionary asset alloc; (b) consulting re: strategy, policy, governance, asset alloc projections, research

(a) discretionary asset alloc; (b) consulting re: strategy, policy, governance, asset alloc projections, research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of assets under advisement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Harold Small’s Registration & Firm History

GA

04/15/2005 - Present

Fiduciaryvest, LLC (ATLANTA GA)

Not sure if Harold Weeks Small is right for you?

Licenses & Designations

IA

Issued 12/30/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harold Weeks Small.
Not sure if Harold Weeks Small is right for you?