MF
MF

Mechel Frost

26 Years of Experience
Nashville, TN
Broker

Mechel Frost is a registered investment advisor at &partners, based in Nashville, TN, with 26 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
459 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

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.

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Location

40 Burton Hills Blvd, Suite 350, Nashville, TN, 37215

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mechel is the CFO of Woodard Brothers, a logistics and storage company, and a consultant for the Richard Landis Estate. He is also a partner/owner in HW and EB Swindoll Legacy LLC, which manages land for hunting and receives income from a DOA CRP program.

Employment History
Current Registrations
&partners
January 2013 - Present · 13 yrs 4 mos
&partnersBroker
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Decker Wealth Management, LLC
January 2011 - December 2012 · 1 yr 11 mos
UBS Financial Services INC.
April 2004 - January 2011 · 6 yrs 9 mos
UBS Financial Services INC.Broker
April 2004 - January 2011 · 6 yrs 9 mos
Suntrust Securities, INC.
June 2002 - May 2004 · 1 yr 11 mos
Suntrust Securities, INC.Broker
April 2002 - May 2004 · 2 yrs 1 mo
Suntrust Securities, INC.Broker
January 1998 - March 2000 · 2 yrs 2 mos
State Registrations13 states
ALCACOFLGANCNHNJNYOHTNTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.