Charles Crouch is a registered investment advisor at Agp Franklin, LLC, based in Franklin, TN, with 34 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 456 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AGP Franklin's wealth management fees are based on the value of your investments and are paid quarterly in advance. The annual fee can be up to 2.25%, depending on the complexity of your situation, the amount you invest, and your overall relationship with AGP Franklin. This fee includes certain custodial and administrative costs.
Location
3326 Aspen Grove Drive, Suite 602, Franklin, TN, 37067
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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 ActivitiesSells Insurance
Charles is a licensed insurance agent, selling insurance and implementing insurance recommendations. This activity takes about 10% of his time.
Employment History
Current Registrations
Agp Franklin, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Lm Financial Partners, INC.Broker
J.C. Bradford & CO.Broker
State Registrations1 state
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.