Overview
- Headquarters
- Nashville, TN
- Total Firm Assets
- $30.3 billion
- Average High-Net-Worth Client Portfolio Size
- $1.0 million
Fee Disclosure
Source: 9-25-26 ADV 2A BROCHURE (2026-09-25) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | Up to 3.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $30,000 | 3.00% |
| $5 million | $150,000 | 3.00% |
| $10 million | $300,000 | 3.00% |
| $50 million | $1,500,000 | 3.00% |
| $100 million | $3,000,000 | 3.00% |
Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 37.68%
- Number of High-Net-Worth Clients
- 11,803
- Total Client Accounts
- 62,194
- Discretionary Accounts
- 61,660
- Non-Discretionary Accounts
- 534
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 3767
- 9-25-26 ADV 2A BROCHURE (2026-09-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗