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Michael Tison

1 Year of Experience
Franklin, TN

Michael Tison is a registered investment advisor at Partners Capital, LLC, based in Franklin, TN, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 67 clients with $39M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
67 clients
Average Client Portfolio
$587K average
Assets Under Management
$39.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3401 Mallory Lane, Suite 100, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Michael is a partner at Partners Capital Investments GP, LLC, a hedge fund for accredited investors. He dedicates a few hours per week to managing a pooled asset portfolio primarily consisting of fixed income and equity securities.

Employment History
Current Registrations
Partners Capital, LLC
October 2024 - Present · 1 yr 7 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Tison - Financial Advisor | TrueAdvisor