Tammy Paxton
Tammy Paxton is a CFP-designated registered investment advisor at Gramercy Park Wealth Advisors, LLC, based in Nashville, TN, with 18 years of industry experience. Tammy 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, High Net Worth, and 2 more. Their firm serves 195 clients with $88M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
920 South Street, Unit #207, Nashville, TN, 37203
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 →Other Business ActivitiesSells Insurance
Tammy is an insurance producer with Assurance Financial Partners since 2018, spending a few hours per week on insurance sales. She is also an Investment Advisor Representative & Registered Representative with Gramercy Park Wealth Advisors, LLC and a sales representative with National Gold Consultants, spending a few hours per week on each.
Employment History
Current Registrations
Gpwa, LLCBroker
Gramercy Park Wealth Advisors, LLC
Gpwa, LLC
Previous Registrations
Apo Financial Services, LLC
Horter Investment Management, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Thoroughbred Financial Services, LLCBroker
Thoroughbred Financial Services, LLC
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.