Nashville Financial Planning (NFP) offers wealth management, which includes investment management and financial planning, and financial planning services. NFP develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. NFP may recommend outside managers. Financial planning is offered on an ongoing or project basis.
Assets Under Management$9.9M
Clients12
Advisors1
Avg. per Client$830K
Avg. per Advisor$9.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable. The fee schedule includes the Outside Manager’s fee, if NFP utilizes one.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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