Assets Under Management

$1.1B

Number of Clients

632

Number of Advisors

18

Average Client AUM

$1.7M

AUM per Advisor

$58.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Daybright Advisory Services offers retirement plan consulting, investment advice to plan sponsors, and discretionary investment advice to individuals. They structure portfolios based on client goals and risk tolerance, using various asset classes. Financial planning services are also available, covering retirement, education, estate, and tax planning.

Fee Structure

Minimum Investment:$100K
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
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Location

501 Union St., Suite 436, Nashville, TN, 37219

18 Advisors at this firm