OC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
6,631 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$13.6B
Fee Structure
Minimum Investment:$100K
Financial Planning:Included in AUM fee
There is no charge for financial planning services. Fees for Other Investment Advisory Services and CRP Services range from 0.25% to 1.25% annually, but are negotiable. When these services are provided to fixed income portfolios, the fees range from 0.10% to 1.25%, but are negotiable. These fees are billed quarterly in arrears, based on the market value of the plan or account assets.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
165 Madison Avenue, 14th Floor, Memphis, TN, 38103
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
First Horizon Advisors, INC
October 2013 - Present · 12 yrs 3 mos
First Horizon Advisors, INC. Broker
December 1998 - Present · 27 yrs 1 mo
Previous Registrations
Ftb Advisors, INC.
September 2008 - October 2013 · 5 yrs 1 mo
Ftb Advisors, INC.
March 2004 - March 2012 · 8 yrs
State Registrations1 state
TN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.