Kurt Voldeng is a registered investment advisor at Commerce Advisors, LLC, based in Memphis, TN, with 21 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 143 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commerce Advisors manages investment portfolios for clients, charging a fee based on a percentage of the assets managed. The specific fee is negotiated with each client and can range from 0.30% to 1.00% annually, depending on the portfolio size and service needs. Fees are generally paid quarterly, in advance.
Location
5050 Poplar Avenue, Suite 2020, Memphis, TN, 38157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Commerce Advisors, LLC
Previous Registrations
Commerce Asset Management, LLC
Consulting Services Group, LLC
State Registrations1 state
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