Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are negotiable, but will not exceed 2.00% annually, billed quarterly. Financial planning is offered at an hourly rate (up to $400/hour) or a flat fee (up to $5,000, but may exceed for certain Real Estate, Private Placements, and/or Business Consulting engagements). Retirement plan consulting is billed hourly (up to $250/hour), flat (ranging from $750 to $10,000), or as a percentage of plan assets (up to 1.00%). Clients also pay transaction fees charged by their custodian.
Areas of Practice
Advisor Information
Office location
1705 19th Ave, South, Nashville, TN, 37217
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Donald is a managing partner at Association Marketing Group, LLC, focusing on employee benefits and individual insurance, dedicating a few hours per week. He also owns Don Greene and Associates, an insurance brokerage, spending about a quarter of his time selling life, health, disability, long-term care, and annuity products.