Thomas Espy is a registered investment advisor at &partners, based in Nashville, TN, with 38 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
40 Burton Hills Blvd, Suite 350, Nashville, TN, 37215
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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
Thomas is the president of Jackten Corp, a dormant holding company with no activity. He dedicates minimal time to this role.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Arcadia Securities, LLCBroker
Arcadia Securities, LLCBroker
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Stanford Group Company
Stanford Group CompanyBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Salomon Brothers INC.Broker
Oppenheimer & CO., INC.Broker
Thomson Mckinnon Securities INC.Broker
State Registrations3 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.