Chong Nam is a registered investment advisor at &partners, based in Nashville, TN, with 31 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
March 1990Other Business Activities
Chong is a member manager with 51% ownership in TK Arizona Serries LLC - Anthem Series, dedicating minimal time to reviewing bills. He also works full-time at Focus Capital LLC and Finet Practice LLC, and spends about 10-20% of his time as a board member/treasurer for Pinecrest Academy of Nevada, reviewing budgets and financial plans.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Salomon Smith Barney INC.
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Salomon Smith Barney INC.Broker
Painewebber IncorporatedBroker
Columbus Financial, INC.Broker
State Registrations23 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.