&partners
Assets Under Management
$14.1B
Number of Clients
32,200
Number of Advisors
435
Average Client AUM
$439K
AUM per Advisor
$32.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
&Partners provides investment management through various advisory programs, including a program combining Envestnet's platform with NFS brokerage accounts. They also offer financial and tax planning, estate and trust administration consulting, and ERISA services. Fees are negotiable and can be based on AUM or fixed fees.
Fee Structure
Fees are negotiable and can be based on a percentage of assets under management or a fixed fee. Additional transaction and custodial related fees are listed on their website. They may also receive 12b-1 fees from mutual funds, but generally credit these back to client accounts. They also have a bank deposit sweep program where they earn more interest than clients.
Areas of Practice
Location
40 Burton Hills Blvd, Suite 350, Nashville, TN, 37215