Stuart Porterfield is a registered investment advisor at &partners, based in Nashville, TN, with 27 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 (1)
Criminal
May 2000Employment History
Current Registrations
&partners
&partnersBroker
&partners
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Riverfront Investment Group, LLC
Alps Distributors, INC.Broker
Capitol Securities Management, INC.Broker
Capitol Securities Management, INC.
Financeware, INC. DBA Wealthcare Capital Management
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Evergreen Investment Services, INC.Broker
Mentor Services Company, LLCBroker
Mentor Distributors, LLCBroker
Wheat, First Securities, INC.Broker
Cambridge Distributors, INC.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.