Trpc Advisory Services
Assets Under Management
$1.1B
Number of Clients
632
Number of Advisors
18
Average Client AUM
$1.7M
AUM per Advisor
$58.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Daybright Advisory Services offers discretionary and non-discretionary investment advice to individuals, trusts, pension plans, and government entities. Services include retirement plan consulting, managed retirement plan advisory, individual portfolio management, selection of third-party money managers, and financial planning. Financial planning covers retirement, education, estate, budget, tax, and insurance needs.
Fee Structure
Investment management fees are negotiable, ranging from 0.05% to 1.5% of the account value, billed monthly or quarterly. Financial planning fees are separate and can be fixed ($1,500 to $5,000) or hourly ($175 to $250 per hour). Advisory services for individuals require a $100,000 account minimum, but this may be waived at Daybright's discretion.
Areas of Practice
Location
501 Union St., Suite 436, Nashville, TN, 37219