Chandler Brown is a registered investment advisor at Retirement Solutions Group, based in Franklin, TN, with 1 years of industry experience. Chandler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 301 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Solutions Group (RSG) works with Gradient Investments, LLC (GI) to manage your investments. The annual fee depends on the type of portfolio you choose:
- Strategic Portfolios: 2.00% (1.00% to GI, 1.00% to RSG)
- Tactical Portfolios: 1.80% (0.80% to GI, 1.00% to RSG)
- Allocation & Defined Outcome Portfolios: 1.70% (0.70% to GI, 1.00% to RSG)
- Preservation Portfolios: 1.00% (0.40% to GI, 0.60% to RSG)
- Private Wealth Portfolios: 1.50% (0.50% to GI, 1.00% to RSG)
For Client Directed Accounts, a flat fee of $300 is charged by GI. RSG does not receive any of this fee. GI assists with account opening, closing, and transfers, but does not have discretion over the account. A $15 quarterly service fee is also charged by GI for technology and reporting. These fees are negotiable.
Location
101 SE Parkway Ct, Suite 210, Franklin, TN, 37064
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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
Retirement Solutions Group
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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