Byron Studdard
Byron Studdard is a CFP-designated registered investment advisor at Studdard Financial, LLC, based in Germantown, TN, with 32 years of industry experience. Byron 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 74 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.10% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and may vary between clients.
Fee Estimator
Location
1922 Exeter Rd, Suite 23, Germantown, TN, 38138
Get directionsHistory
Regulatory History (6)
Customer Dispute
February 2016Regulatory
July 2015Customer Dispute
June 2006Customer Dispute
September 2005Customer Dispute
December 2004Customer Dispute
April 2004Other Business Activities
Byron owns rental units through Maverick Properties, LLC, dedicating minimal time to this activity. He is also a 50% owner of Colonial Investors LLC, a real estate investment company, spending a few hours per week on this.
Employment History
Current Registrations
Studdard Financial, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
First Security Capital Management LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Legend Advisory CORP
Legend Equities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.