Assets Under Management

$311.0M

Number of Clients

101

Number of Advisors

1

Average Client AUM

$3.1M

AUM per Advisor

$311.0M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Goodpasture Gray offers discretionary and non-discretionary portfolio management services tailored to client needs. They also provide financial planning services on an ongoing basis for a fixed monthly fee, as well as hourly consulting services. Investment advice covers various securities.

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.50%
$5.0M - $10.0M1.00%
$10.0M - $15.0M0.80%
$15.0M - $25.0M0.70%
$25.0M - $50.0M0.60%
$50M+0.60%

Fees negotiable for assets over $50 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Location

TN, United States

1 Advisors at this firm