NBZ Investment Advisors, LLC, based out of Knoxville, TN, is a small investment advisory firm catering to high net worth individuals. With over 100 individual clients, they oversee an impressive $266,359,000 in assets under management. Despite 401K and individual accounts making up less than 30% of their portfolio, NBZ Investment Advisors, LLC possesses the expertise to effectively manage employer funds. As a discretionary asset manager, they have complete authority in handling 100% of the assets they oversee.
The firm operates from a single office and employs a team of seven professionals, four of whom provide specialized invest...
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Assets Under Mgmt
$266.36M
Investment Professionals
4
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
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