Assets Under Management
$13.6B
Number of Clients
6,631
Number of Advisors
3
Average Client AUM
$2.1M
AUM per Advisor
$4.5B
Compensation
Fee-Only (AUM)Fixed/Hourly
First Horizon Advisors offers investment management through its MAS Program, corporate retirement plan services, other investment advisory services, and financial planning. Services are provided by Financial Advisors (FAs) and Investment Advisor Representatives (IARs). Total discretionary AUM: $10.07B; non-discretionary AUM: $3.55B (as of Dec 31, 2024).
There is no charge for financial planning services. Fees for Other Investment Advisory Services and CRP Services range from 0.25% to 1.25% annually, but are negotiable. When these services are provided to fixed income portfolios, the fees range from 0.10% to 1.25%, but are negotiable. These fees are billed quarterly in arrears, based on the market value of the plan or account assets.
4990 Poplar Avenue, 3rd Floor, Memphis, TN, 38117