Assets Under Management
$14.1B
Number of Clients
32,200
Number of Advisors
435
Average Client AUM
$439K
AUM per Advisor
$32.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
&Partners provides investment management through advisory programs, including portfolio manager selection and third-party advisor programs. They also offer financial and tax planning, estate and trust administration consulting, and retirement plan services. Fees are negotiable and can be based on AUM, fixed fees, or hourly charges.
40 Burton Hills Blvd, Suite 350, Nashville, TN, 37215