Jeffrey Griswold
Jeffrey Griswold is a registered investment advisor at Tru Independence Asset Management 2, LLC, based in Franklin, TN, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 205 clients with $93M 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 $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are assessed monthly in advance. The firm notes a minimum annual fee of $37,500, which may be waived or discounted at the firm's discretion.
Fee Estimator
Location
135 5th Avenue South, Suite 100, Franklin, TN, 37064
Get directionsHistory
Regulatory History (1)
Regulatory
November 2023Employment History
Current Registrations
Tru Independence Asset Management 2, LLC
Previous Registrations
Merit Wealth Management, LLC
Green Wealth Management, LLC
Salem Asset Management, LLC
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Nylife Securities INC.Broker
Waddell & Reed, INC.Broker
State Registrations1 state
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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