Grant Allen is a CFA-designated registered investment advisor at The Patten Group, INC., based in Chattanooga, TN, with 6 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 419 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPG charges a percentage of the value of your portfolio each year for investment management. The exact percentage ranges from 0.25% to 1.50% depending on the size and complexity of your account and the services you need. The fee is calculated based on the average value of your investments each quarter.
Location
832 Georgia Avenue, Suite 360, Chattanooga, TN, 37402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Patten Group, INC.
Previous Registrations
Acumen Wealth Advisors, LLC
State Registrations1 state
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