Zachary Eidson
Zachary Eidson is a registered investment advisor at Davis, Davis and Conover Wealth Management, LLC, based in Nashville, TN, with 18 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 186 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davis, Davis and Conover Wealth Management provides investment management services under a bundled wrap fee arrangement. The specific fee schedule for asset management is detailed in their separate Wrap Fee Brochure (Form ADV Part 2A, Appendix 1). There is a minimum investment of $250,000 required to open an account, though the firm may waive this minimum at its discretion.
Location
3102 West End Ave, Suite 400, Nashville, TN, 37203
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2017Employment History
Current Registrations
Davis, Davis and Conover Wealth Management, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.
Exams
More Advisors
- Carolyn Conover, CFPDavis, Davis and Conover Wealth Management, LLC
- Regan Flaherty, CFPProathlete Wealth Management LLC
- Kyle Mcfarland, CFPThe Burney Company
- Brian Kopinski, CFAWoodmont Investment Counsel, LLC
- Nicholas Rounds, CFAFocus Partners Wealth, LLC
- Charles Herron, CFPOsaic Wealth, INC.