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Asset Planning Corporation
Knoxville, Tennessee
5.0
5 Reviews
Asset Planning Corporation is a local investment advisory firm headquartered in Knoxville, TN, with two offices. With a team of eight professionals, including six dedicated to investment advisory services, they provide comprehensive financial solutions to their clients. On average, each investment advisor at Asset Planning Corporation oversees approximately $53,140,000 in assets under management, which aligns with the industry average.
The firm's compensation structure offers various options, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet clients' needs. While less th...see more
Assets Under Mgmt
$318.83M
Investment Professionals
6
Locations
1
% 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 businesses or institutional clients
- Pension consulting services
Reviews for Asset Planning Corporation
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