Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
214 clients
Average Client Portfolio
$393K average
Assets Under Management
$84.2M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for amounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
David Arthur Hodges
Location
101 W. 21st Street, Chattanooga, TN, 37408
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Integra Wealth
April 2009 - Present · 16 yrs 10 mos
Previous Registrations
Guardian Wealth Management, INC.
January 2008 - January 2009 · 1 yr
State Registrations3 states
GANCTN
Advisor
Exams
No exam information available for this advisor.
Additional Information
Clients require a professional relationship with all of their professional advisors (Accountant, Attorney, Insurance Agent, etc.) that puts their concerns, goals, values, and dreams at the center all the time. My role is to lead the professional advisor team.
Contact
David Arthur Hodges