David Goodson is a CFA-designated registered investment advisor at Proffitt & Goodson INC., based in Knoxville, TN, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 299 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The standard annual rate is 1.00% of assets under management.
Fee Estimator
Location
4800 Old Kingston Pike, Knoxville, TN, 37919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a partner in Dryad Properties Partnership, a real estate partnership that owns and rents office space to Proffitt & Goodson Inc. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Proffitt & Goodson INC.
State Registrations4 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.
Exams
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