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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 278 clients with $680M 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 may be negotiable.
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 Registrations2 states
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