Isabel Potter is a CFP-designated registered investment advisor at Greatdane Investment LLC, based in Franklin, TN, with 4 years of industry experience. Isabel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greatdane Investment's advisory fee ranges from 0.25% to 1.95% per year, based on the average daily market value of your investments during the month. The fee depends on the amount of assets managed, the complexity of your situation, and the overall relationship. Fees are paid monthly at the end of each month. Fees may be negotiable.
Location
Franklin, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Greatdane Investment LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations2 states
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