Cortney Cost
Cortney Cost is a CFP-designated registered investment advisor at Baker Tilly Wealth Management, LLC, based in Nashville, TN, with 11 years of industry experience. Cortney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 601 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Certain clients may receive portfolio management services under a different fee schedule that will transition over time to the standard fee schedule.
Fee Estimator
Location
555 Great Circle Road, Nashville, TN, 37228
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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 ActivitiesSells Insurance
Cortney holds a Tennessee insurance license and offers insurance products through Kraft Financial Services, LLC, a subsidiary of Kraft Asset Management. She acts as a consultant/agent and spends minimal time on these activities, primarily consulting with insurance providers and helping clients meet their insurance needs.
Employment History
Current Registrations
Baker Tilly Wealth Management, LLC
Previous Registrations
Kraft Asset Management, LLC
State Registrations1 state
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.