CM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
The firm charges a maximum annual advisory fee of 1.85% for investment management services. These fees are negotiable. Clients also pay fees charged by custodians (Goldman Sachs and Schwab), mutual funds, ETFs, and third-party money managers. Pontera platform has a separate subscription fee. Retirement plan consulting services are assessed at an annual rate of up to 1%.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
Murfreesboro, TN
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 Advisors National, LLC
January 2013 - Present · 13 yrs
Previous Registrations
Cherry Investment Advisors, Ltd.
February 2010 - December 2012 · 2 yrs 10 mos
State Registrations2 states
KYTN
Advisor
Exams
No exam information available for this advisor.