Carter Norvell is a registered investment advisor at Cn Wealth LLC, based in Nashville, TN. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CN Wealth's wealth management fee ranges from 0.50% to 1.00% annually, based on the value of your portfolio and the complexity of services. The fee is charged quarterly. Financial planning is included in this fee. Fees may be negotiable.
Location
711 Lynnbrook Road, Nashville, TN, 37215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cn Wealth LLC
State Registrations1 state
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