Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. Compass and AdvisorFX accounts have advisor fees (up to 2% of assets) and platform fees. Financial planning is offered at $300/month, $300/hour, or up to $35,000 flat. Align Wealth Management is a fixed annual fee of $15,000-$75,000. Pontera platform fee is 0.25% charged quarterly. The Advisor fee is negotiable between you and your Financial Professional. Some Financial Professionals will choose to pay the Platform Fee on your behalf, and some Financial Professionals have negotiated for no Platform Fee.
Areas of Practice
Advisor Information
Office location
636 Wall Street, Ste. 2, Sevierville, TN, 37862
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
Andrew sells life, long-term care, disability, and fixed insurance products, dedicating a few hours per week to this activity. He also uses "Comprehensive Financial Strategies, LLC" as a marketing name for his insurance and investment business, works with Silver Oak Securities about 10-20% of the time, and is a registered representative with Lamon & Wallace, spending about half his time on 401k plan consulting.