Meredith Flautt
Meredith Flautt is a registered investment advisor at Commonwealth Financial Network, based in Brentwood, TN, with 43 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
100 Winners Circle, Suite 155, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1992Other Business ActivitiesSells Insurance
Meredith sells fixed insurance products and owns Flautt Financial LLC, a private entity for securities, advisory, and insurance business. These activities take about 10% and minimal time, respectively.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Southwestern Investment Advisory Services, LLC
Raymond James Financial Services, INC.Broker
Independent Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
Advanced Financial Planning Securities CorporationBroker
Aetna Investment Services, INC.Broker
Npc Securities, INC.Broker
Heidtke & Company, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Green Hill Financial Service CorporationBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.