Proffitt & Goodson INC.
Assets Under Management
$680.2M
Number of Clients
278
Number of Advisors
5
Avg. Portfolio per Client
$2.4M
Avg. Managed per Advisor
$136.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Proffitt & Goodson is a registered investment advisory firm that offers portfolio management, wealth planning, and pension consulting services. They work with individuals, families, and institutions to help them define and meet their investment goals. Their services include developing investment policies, creating and managing portfolios, and providing advice on retirement income, tax, and estate planning.
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Loading...
Location
4800 Old Kingston Pike, Ste 200, Knoxville, TN, 37919-6424