Jeffrey Atchison
Jeffrey Atchison is a registered investment advisor at Sageguard Financial Group, LLC, based in Goodlettsville, TN, with 15 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 2,469 clients with $760M 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 $250K | 1.80% |
| $250K - $750K | 1.60% |
| $750K - $1.0M | 1.40% |
| $1M+ | 1.20% |
Fees are negotiable depending on client needs and complexity. There is also a $35 annual technology and administrative fee.
Fee Estimator
Location
3066 Business Park Circle, Goodlettsville, TN, 37072
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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
Jeffrey is a 100% owner of Great Elm Properties, LLC, a property investment company, since 2017. He spends a few hours per week on this activity, including bookkeeping.
Employment History
Current Registrations
Sageguard Financial Group, LLC
Previous Registrations
Alphastar Capital Management, LLC
Sageguard Financial Group, LLC
Brookstone Capital Management LLC
State Registrations1 state
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