Financial Partners Group, LLC
Assets Under Management
$638.6M
Number of Clients
439
Number of Advisors
N/A
Average Client AUM
$1.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Financial Partners Group provides financial planning and investment management services to individuals, high net worth individuals, trusts, estates, and pension plans. They construct well-balanced investment portfolios based on clients' risk assessment scores, using technical trend analysis to manage risk and pursue sustainable growth.
Fee Structure
Financial planning and consulting fees range from $1,000 to $5,000 on a fixed fee basis and/or from $150 to $250 on an hourly rate basis. Investment management services are provided through a wrap fee program, but this program is no longer offered to new clients or existing clients opening new accounts.
Areas of Practice
Location
607 Commons Drive, Gallatin, TN, 37066