Our clients know exactly what they are paying. Our investment management fees are based on assets under management and are 1% or less per year. Letson Investment Advisors are not commissioned-based advisors, we sell no proprietary products and we are fully committed to excellence & service. Founded in 1987, Letson Investment Management, Inc. is a fee-only Registered Investment Advisor under the Investment Advisers Act of 1940.
We understand each client has unique financial needs and we discuss how they can best be achieved through careful investment planning and management. We are an independent fee-only investment management firm located in Atlanta, Georgia. We provide strategic wealth management for individuals, corporations, trusts, estates and retirement plans that will optimize security and growth for your future.
We understand each client has unique financial needs and we discuss how they can best be achieved through careful investment planning and management. We are an independent fee-only investment management firm located in Atlanta, Georgia. We provide strategic wealth management for individuals, corporations, trusts, estates and retirement plans that will optimize security and growth for your future.
Services
At Letson Investment Management, we are devoted to an investment philosophy that keeps your best interest as our top priority. Our company is driven by three core principles that will leverage a successful financial portfolio. We build your portfolio based on your specific financial needs and goals.
Our Atlanta clients benefit from our fee-only structure at Letson Investment Management. Our management fees are strictly based on a percentage of assets under management without any commissions or referral fees. Therefore, when you choose us as your fee-only financial advisor, you are committed to receiving the most personally beneficial and strategic financial advice without any conflicts of interest.
Do you need help finding solutions to protect and grow your wealth? Letson Investment Management is proud to serve our Atlanta clients with experienced and loyal financial planners. We understand that every financial situation is unique. Therefore, our financial planners are equipped to personally design an investment strategy to meet your individual financial goals, whether it is for a retirement plan, estate, trust or family office.
Choosing an investment management firm can be one of the most important decisions you will ever make. Our advisors at Letson Investment Management are your leading solution for expert wealth management in Atlanta. For over 25 years, we have been helping clients achieve their financial goals as we strategically invest their wealth in a way that provides needed security and desired growth.
Are you changing jobs or leaving a company and need help with your 401k rollover? Letson Investment Management has expert 401k rollover managers ready to serve you in Atlanta. We will guide you through every step of the rollover process, from initiating your transfer to designing a strategic asset allocation plan that aligns with your specific financial goals and objectives.
Reviews (4)
Bradley Cox
Jan 20, 2020
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Jon Reinhardt
Jan 07, 2020
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Bryan Eastman
Jun 13, 2019
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Brandy Reeb
Jun 12, 2017
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We have been with Letson Investment Management, Inc. for over ten years and have had phenomenal services and account growth. Jim and Scott are incredibly thorough and communicative with financial planning, and will tailor your accounts to your specific growth needs. Our accounts have steady, solid growth throughout, which means a lot when you're entrusting your hard earned "nest egg" and future income to advisors.
