Henry Levy is a registered investment advisor at Chickasaw Capital Management, LLC, based in Memphis, TN, with 61 years of industry experience. Their practice areas include Investment Management. Their firm serves 377 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chickasaw Capital Management's (CCM) standard advisory fees are based on the average value of the assets they manage for you. The annual fee is:
- 1.50% for MLP accounts
- 1.50% for Equity and Balanced Accounts
- 0.40% for Fixed Income Accounts
These fees are typically based on the average or ending market value of your investments and are charged quarterly, either in arrears or in advance, as agreed upon in your contract.
Location
6075 Poplar Ave Ste 720, Memphis, TN, 38119
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 →Employment History
Current Registrations
Chickasaw Capital Management, LLC
Chickasaw Securities, LLCBroker
Previous Registrations
Chickasaw Securities, LLCBroker
Goldman, Sachs & CO.Broker
State Registrations3 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.