Tyler Nace is a CFP-designated registered investment advisor at Sagespring Wealth Partners, based in Franklin, TN, with 18 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 10,811 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageSpring's investment management fees are based on a percentage of the assets they manage, with the maximum annual fee not exceeding 2.25%. These fees are negotiable and billed quarterly in advance. Adjustments are made for deposits and withdrawals exceeding $100,000 during the quarter. SageSpring can combine account values of family members to determine the applicable advisory fee.
Location
801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067
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Regulatory History (1)
Regulatory
May 2024Other Business Activities
Tyler owns three residential real estate properties that are rented out since 2009, and is a partner in Eaton Co LLC since 2020, dedicating minimal time to each.
Employment History
Current Registrations
Sagespring Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations3 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.