Allied Investments of Tennessee (AITN) offers investment advice to individuals, high net worth individuals, retirement plans, and corporations. AITN creates customized investment strategies using exchange-traded funds, mutual funds, and individual securities. AITN also provides financial planning services covering areas like retirement, education, and insurance needs. AITN may refer clients to other professionals like accountants and attorneys.
Assets Under Management$92M
Clients110
Advisors1
Avg. per Client$840K
Avg. per Advisor$92M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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