NH
NH

Neill Hatcher

20 Years of Experience
Hixson, TN
Sells Insurance

Neill Hatcher is a registered investment advisor at Innovative Advisory Partners, LLC, based in Hixson, TN, with 20 years of industry experience. Neill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 443 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
443 clients
Average Client Portfolio
$795K average
Assets Under Management
$352.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.90%
$250K+1.80%

Fees are negotiable based on account size and complexity. The schedule reflects maximum stated tier rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4700 Hixson Pike, Hixson, TN, 37343-4806

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Neill sells fixed insurance products, dedicating minimal time to this activity. He also volunteers with the Alabama Golf Association, spending minimal time assisting with golf tournaments.

Employment History
Current Registrations
Innovative Advisory Partners, LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2024 - April 2024 · 3 mos
Summit Financial, LLC
January 2024 - April 2024 · 3 mos
Ameriprise Financial Services, LLC
July 2018 - January 2024 · 5 yrs 6 mos
Ameriprise Financial Services, LLCBroker
July 2018 - January 2024 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2011 - July 2018 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2011 - July 2018 · 7 yrs
Synovus Securities, INC.
February 2003 - November 2006 · 3 yrs 9 mos
Synovus Securities, INC.Broker
January 2001 - November 2006 · 5 yrs 10 mos
State Registrations1 state
TN
Advisor

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
No exam information available for this advisor.
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