Bryce Hodge is a registered investment advisor at Blue Ridge Wealth Planners, based in Knoxville, TN, with 2 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Retirement Planning. Their firm serves 723 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Ridge Wealth Planners manages investments through AE Wealth Management, charging a fee based on the amount of your portfolio. The exact fee is negotiable, but the maximum is 2% per year. This fee covers the costs of sub-advisors or third-party investment advisors. The fee is typically deducted monthly from your account. Blue Ridge Wealth Planners may receive preferential pricing from AE Wealth Management based on the total assets managed on the platform.
Location
9725 Cogdill Road, Suite 101, Knoxville, TN, 37932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Blue Ridge Wealth Planners
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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