Robert Pragnell
Robert Pragnell is a registered investment advisor at Apex Strategic Wealth, LLC, based in Chattanooga, TN, with 28 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 604 clients with $290M 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 | 2.25% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Fees are blended across tiers. The firm imposes a minimum annual fee of $2,000 per household and may charge an annual technology fee of up to $65. Fees are negotiable.
Fee Estimator
Location
3800 St. Elmo Ave., Suite 129, Chattanooga, TN, 37409
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2025Other Business ActivitiesSells Insurance
Robert is a musician, spending minimal time on this non-investment related activity. He also provides compliance/supervision services through APEX Strategic Wealth, LLC, dedicating nearly full-time hours to this role. Additionally, Robert works as an insurance agent selling non-variable insurance, spending minimal time on this activity.
Employment History
Current Registrations
Apex Strategic Wealth, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Innovative Advisory Partners, LLC
LPL Financial LLC
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 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.
Exams
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