Jack Dupuy is a CFA-designated registered investment advisor at Woodmont Investment Counsel, LLC, based in Nashville, TN, with 1 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 449 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Woodmont's fee for managing equity or balanced portfolios ranges from 0.35% to 1.0% per year of the portfolio's value. For fixed-income portfolios, the fee ranges from 0.20% to 0.40% per year. Fees are billed quarterly in advance.
Location
3825 Bedford Ave, Suite 202, Nashville, TN, 37215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Woodmont Investment Counsel, LLC
State Registrations1 state
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