Thomas Chapman is a registered investment advisor at Shayne & Jacobs, LLC, based in Nashville, TN, with 21 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 179 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm charges an annual advisory fee of up to 1% of assets under management, payable quarterly, for new accounts. Clients with accounts in existence at the time of the combination are currently billed in accordance with the pre-combination rates that applied to their accounts.
Fee Estimator
Location
4015 Hillsboro Pike, Suite 203, Nashville, TN, 37215-2776
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Shayne & Jacobs, LLC
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.