Dorris Glenn Jones

Moloney Securities Asset Management LLC

44 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Moloney Securities Asset Management LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

70 advisors

Number of Clients

2,362 clients

Average Client Portfolio

$588K average

Assets Under Management

$1.4B

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.75%
$2M+	1.50%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

215 Centerview Drive, Suite 260, Brentwood, TN, 37027

Get directions

History

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.

Other Business ActivitiesSells Insurance

Dorris is an agent for NetStreet Brokerage, selling non-variable insurance products, and is a board member of CCYC Cottage Owners' Committee. Dorris also owns Collection Connection, a sporting goods store, and a family farm.