Karen Tidwell is a registered investment advisor at Cap Partners, LLC, based in Franklin, TN, with 27 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 399 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAP Partners manages investments for a fee based on the value of your portfolio. The percentage you pay decreases as your portfolio grows, but the exact fee is negotiable.
Here are the general ranges:
- Less than $500k: 1.25% - 2.00%
- $500k - $2.5MM: 1.00% - 2.00%
- $2.5MM - $5MM: 0.75% - 2.00%
- $5MM+: 0.50% - 2.00%
The fee is charged quarterly in advance.
Location
109 International Drive, Suite 210, Franklin, TN, 37067
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Regulatory 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 Activities
Karen owns 419 Photography, providing photography services and handling bookkeeping/tax records. She spends about half her time on this non-investment related activity, which she began in August 2014.
Employment History
Current Registrations
Cap Partners, LLC
Previous Registrations
Victory Capital Advisers, INC.Broker
Northern Lights Distributors, LLCBroker
Matrix Capital Group, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.C. Bradford & CO.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.