ACUMEN WEALTH ADVISORS, LLC
Chattanooga, Tennessee
Acumen Wealth Advisors, LLC, a local investment advisory firm based out of Chattanooga, TN, is dedicated to providing exceptional financial services to their clients. With over 100 individual clients and more than $338,531,000 in assets under management, Acumen Wealth Advisors, LLC has established a strong reputation for their expertise in wealth management.
While 401K and individual accounts account for less than 30% of their assets under management, Acumen Wealth Advisors, LLC possesses the capability to effectively manage employer funds. With 90% of their assets managed on a discretionary basis, they ensure a proactive approac...
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Assets Under Mgmt
$338.53M
Investment Professionals
10
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Articles
Articles
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