James Anderson is a registered investment advisor at &partners, based in Nashville, TN, with 26 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
No disclosures, customer disputes, or regulatory actions on file.
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James is a 50% owner of Aderprest LLC, a house restoration and sales business, since 2022. He spends about 10-20% of his time organizing contractors and earns $25,000 per year.
Employment History
Current Registrations
&partners
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
State Registrations6 states
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