Working for a firm with a rich heritage of trust and superior service, our advisors seek to know their clients personally in an effort to best meet their needs and goals. Also, our communications are enhanced because of our close client/advisor relationships. Although all clients have access to a team of advisors, there is one dedicated advisor assigned to their account. Having in-depth, personal knowledge of the client's goals and objectives, this advisor can easily address specific concerns.

Our team of professionals operates under a disciplined, independent investment approach. Our Investment Committee meets formally every quarter and informally every other week. At our quarterly Investment Committee meetings, we review and recommend changes to our allocation models based on economic and fundamental factors. Individual managers are rigorously reviewed to ensure compliance with a number of our internal metrics including performance, cost, tax efficiency, risk, style consistency and manager tenure. Failure to meet our lofty expectations in these areas may result in finding other managers that better serve to meet our clients’ needs.

Warren Averett Wealth Management is a Registered Investment Advisor and does not have proprietary products. As such, our advisors operate free from the pressures of large brokerage firms in that we are not limited to any particular family or group of investments*. Our clients receive a high level of expertise from our professionals who have a wide array of tools at their disposal, while in a setting that is client-focused. And, utilizing a fee-based structure, as opposed to the standard industry use of commission-based products, in another way we ensure the highest level of service to our clients.

*Since we are a fee-based RIA, we are not compensated by commissions or transaction fees.  Therefore, recommendations or choices made for our client’s accounts would not result in commission or higher fees for us.