Allied Investments of Tennessee provides customized investment management, financial planning, and tax preparation services for individuals, high net worth individuals, retirement plans, and corporations. Allied Investments of Tennessee builds personalized portfolios primarily using exchange-traded funds and low-cost mutual funds, while also considering individual stocks, bonds, and options when appropriate. The firm follows a long-term investment strategy anchored in fundamental and charting analysis. Operating as a registered investment advisor, Allied Investments of Tennessee acts as a fiduciary and is legally required to act in your best interest. Clients can also receive financial planning covering retirement, education savings, insurance, and personal savings, as well as federal and state tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.75% |
Fees are negotiable at the sole discretion of the advisor.