CL
CFP
Firm Information
Compensation
N/A
Number of Advisors
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Investment management only
As a sub-advisor, fees are based on asset size and range up to 0.60% per year, depending on the negotiated agreement with each investment firm. The fee for a research subscription starts at $200 per month and can be over $1000 per month depending upon the situation.
Areas of Practice
Investment ManagementSocially Responsible Investing
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Advisor Information
Office location
230 Piedmont Ave, Suite 201, Bristol, VA, 24201
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
American Values Investments, INC.
June 2001 - Present · 24 yrs 7 mos
State Registrations2 states
TNVA
Advisor
Exams
No exam information available for this advisor.