Todd Glisson
Todd Glisson is a CFP-designated registered investment advisor at Covenant Partners, LLC, based in Nashville, TN, with 22 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 139 clients with $1.1B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.45% |
Selection and monitoring of private investments may be billed on a fixed fee basis.
Fee Estimator
Location
3811 Bedford Avenue, Suite 201, Nashville, TN, 37215
Get directionsHistory
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
Todd is licensed to sell life and disability insurance. He also owns 50% of Murrah Ventures, LLC, a real estate investment company, spending minimal time on this activity.
Employment History
Current Registrations
Covenant Partners, LLC
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.