Resources Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,892,706
Clients
23
70% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$908,379
About
Resources Asset Management, LLC provides discretionary investment management, financial planning (both integrated with advisory services and as standalone engagements), and consulting to individuals, high-net-worth individuals, trusts and estates. The firm advises on a range of holdings including equities, ETFs, mutual funds and held-away assets such as variable life insurance and employer retirement plan accounts.
The firm follows an active, asset-allocation-driven process tailored to each client’s objectives, time horizon and risk tolerance, with portfolios rebalanced on a quarterly, semi-annual or annual basis as appropriate. It combines fundamental, quantitative and technical analysis and uses third‑party model managers accessed through a platform provider to implement model-based strategies.
Resources Asset Management is notable for acting as a wrap fee program sponsor via a platform provider that selects model managers and handles administrative functions, including reporting and billing, with the platform retaining a portion of the advisory fee. The firm also produces periodic client reports and periodically offers no‑cost educational seminars and workshops, features that are less common among independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Wealth management
Charitable giving & philanthropy
Fee options
Financial planning fixed fees start at $5,000 depending on complexity.
1% annually (negotiable, not to exceed 2.35%)
Insurance agents receive commissions for insurance product sales but firm's advisory services are fee-based.
Financial planning at $300/hour; consulting services at $250/hour.
Account minimum: $250,000 Fee-only: Financial planning fees start at $5,000 fixed or $300/hour; consulting fees at $250/hour.
Main office location
Resources Asset Management LLC
Ellenwood GA, United States
Number of offices
2
Most active in
Resources Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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