Tennessee Wealth Management provides personalized investment advice and financial planning services. They offer both discretionary and non-discretionary portfolio management, tailoring advice to client needs. Financial planning covers various aspects of managing financial resources. Tennessee Wealth Management may recommend third-party investment advisors and monitors their performance. They do not have custody of client funds.
Assets Under Management$53M
Clients45
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$53M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Portfolio management fees may be negotiable. Non-discretionary portfolio management fee is 0.50% for all assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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