AS
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
858 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B
Fee Structure
Minimum Investment:$100K
Fees for the Passageway Managed Account Program are based on a percentage of assets under management. The specific fee schedule is detailed on pages 46-49. The minimum account size for the Passageway One Program is $100,000, but individual Portfolio Managers may have higher minimums.
Areas of Practice
Investment Management
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Advisor Information
Office location
1044 Glenbrook Way, Hendersonville, TN, 37075
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
Fifth Third Securities, INC. Broker
October 2023 - Present · 2 yrs 3 mos
Fifth Third Securities, INC.
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Cetera Investment Advisers LLC
February 2022 - September 2023 · 1 yr 7 mos
Cetera Investment Services LLCBroker
February 2022 - September 2023 · 1 yr 7 mos
Fifth Third Securities, INC. Broker
April 2021 - February 2022 · 10 mos
Fifth Third Securities, INC.
April 2021 - February 2022 · 10 mos
Truist Advisory Services, INC.
October 2018 - April 2021 · 2 yrs 6 mos
Truist Investment Services, INC.Broker
June 2018 - April 2021 · 2 yrs 10 mos
UBS Financial Services INC. Broker
February 2018 - June 2018 · 4 mos
State Registrations15 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.