Drew Echternach is a CFA, CFP-designated registered investment advisor at Jefferson Bridge Capital, LLC, based in Nashville, TN, with 2 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 27 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The investment management fee schedule ranges from 0.35% to 1.00% of the market value of the account, depending upon the assets under management and investment mandate for that individual client. Fees may be negotiable.
Fee Estimator
Location
3322 West End Avenue, Suite 110, Nashville, TN, 37203
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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.
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Drew coaches lacrosse at the University School of Nashville since January 2023. Drew is also self-employed as a tutor since July 2017.
Employment History
Current Registrations
Jefferson Bridge Capital, LLC
State Registrations1 state
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