Advisors near Macon, Georgia
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DAY & ENNIS, LLC
DAY & ENNIS, LLC
Macon, Georgia
Day & Ennis, LLC is a highly regarded investment advisory firm based in Macon, GA, with a strong presence in the financial services industry. With a total of 7 dedicated employees, their team comprises 6 accomplished investment advisors who provide exceptional expertise and guidance to their clients. As a testament to their outstanding performance, Day & Ennis, LLC maintains an impressive average of approximately $365,460,000 in assets under management per investment advisor, significantly surpassing the industry average. Their compensation structure is diversified, encompassing various types of fees such as a percentage of assets under management and performance-based fees. Catering to a discerning clientele, Day & Ennis, LLC boasts over 110 individual clients, whose combined assets under management exceed $384,056,000. The firm specializes in managing the assets of high net worth individuals, while also possessing the expertise to handle employer funds, though 401K and individual accounts represent less than 30% of their total assets under management. Day & Ennis, LLC prides itself on its discretion and flexibility, as they manage all their clients' assets on a discretionary basis. With two offices in Macon, their local roots foster strong connections within the community. The firm benefits from the extensive experience of its longest-tenured advisors, including Matthew Heller, William Ennis, and John Day, who bring a wealth of knowledge and insight to their clients' investment strategies. Overall, Day & Ennis, LLC exemplifies excellence in investment advisory services, consistently delivering impressive results and personalized solutions that exceed client expectations.
CHRISTY CAPITAL MANAGEMENT, INC.
CHRISTY CAPITAL MANAGEMENT, INC.
Macon, Georgia
Christy Capital Management, Inc. is a reputable investment advisory firm located in Macon, GA. With two offices, they have established themselves as a trusted local financial partner. The firm boasts a team of 21 dedicated professionals, with 9 specifically focused on providing top-notch investment advisory services. The average assets under management per investment advisor at Christy Capital Management, Inc. amount to an impressive $25,230,000. Their compensation structure is multifaceted, encompassing various types such as a percentage of assets under management and commissions. Notably, over 80% of the assets they manage belong to employer 401K plans or individual clients. Recognized for their expertise, Christy Capital Management, Inc. possesses a high level of qualification in managing 401K plans for both employers and employees. A significant portion of the assets they manage, around 43%, is discretionary, demonstrating their ability to make informed investment decisions. Additionally, the firm offers insurance brokerage services, further enhancing their comprehensive financial solutions. With an extensive client base of more than 870 individuals, Christy Capital Management, Inc. manages an impressive $227,085,000 in assets. The firm takes pride in its experienced team of advisors, including esteemed professionals like Melvin Stubbs, Joe Mathews, and Brandon Christy, who have demonstrated their commitment to serving clients over the long term. Christy Capital Management, Inc. is dedicated to delivering personalized financial guidance, creating tailored strategies, and helping clients achieve their investment goals with professionalism and integrity.