Caroline Friedrich
Caroline Friedrich is a CFP-designated registered investment advisor at Hillvale Wealth Management, LLC, based in Knoxville, TN, with 5 years of industry experience. Caroline 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 5 more. Their firm serves 50 clients with $36M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Fee Estimator
Contact
Caroline Friedrich
Location
4315 Kingston Pike, Suite 210, Knoxville, TN, 37919
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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
Hillvale Wealth Management, LLC
Previous Registrations
The Nalls Sherbakoff Group, LLC
Ausdal Financial Partners, INC.Broker
Nadler Financial Group, INC.
State Registrations1 state
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