Elijah Culley is a registered investment advisor at Aj Advisors, based in Nashville, TN. Elijah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 389 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
These fees apply to the Strategic Asset Management strategy. Traditional Asset Management fees are: 1.00% on the first $250,000, 0.75% on the next $750,000, and 0.50% above $1,000,000. 529 Plan Asset Management and Individual Fixed Income Products have a flat fee of 0.50% on the total balance. Fees are negotiable.
Fee Estimator
Location
2726 Larmon Drive, Nashville, TN, 37204
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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.
Learn about disclosures →Employment History
Current Registrations
Aj Advisors
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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