Brad Manchester is a registered investment advisor at &partners, based in Nashville, TN, with 25 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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Brad is a property manager for B Squared, owning 50.01% since 2015, dedicating a few hours per week. He also serves as treasurer for Le Beau Fleuve Inc and owns rental property in Hilton Head, SC, spending minimal time on each.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations4 states
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