Cox Wealth Management, LLC
Cox Wealth Management, LLC (CRD# 118181) is a financial advisory firm headquartered in Chattanooga, TN. They manage $47,292,172 in 142 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management47MILLION
Total Number of Accounts142ACCOUNTS
Average Account Value$333,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Charles Cordle (CRD# 4586394) is an Investment Advisor Representative working at Cox Wealth Management, LLC in Chattanooga, TN and has over 7 years of experience in the finance industry.
Nathan Strait (CRD# 6267312) is an Investment Advisor Representative working at Cox Wealth Management, LLC in Chattanooga, TN and has over 2 years of experience in the finance industry.