Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management or fixed fees, and are negotiable. The maximum hourly fee for financial planning and consulting is $500. Flat fees for financial planning range from $1,500 to $50,000. Retirement plan consulting flat fees range from $750 to $100,000, or up to 1.00% of plan assets. Dynasty Platform Fees range from 0-0.30% annually, independent fixed income manager fees range from 0-0.90% annually, and independent equity manager fees range from 0-1.50% annually.
Areas of Practice
Advisor Information
Office location
801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067
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
Allen works as a financial advisor with Nail Wealth Team and SageSpring Wealth Partners, dedicating about half of his time to each. He also works with Vanbridge, offering clients insurance options, which takes a few hours per week.