Estate & Financial Strategies, Inc.
Estate & Financial Strategies, Inc. (CRD# 129965) is a financial advisory firm headquartered in Brentwood, TN. They manage $38,000,000 in 430 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts430ACCOUNTS
Average Account Value$88,372
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Henry Parrott (CRD# 2370985) is an Investment Advisor Representative working at Estate & Financial Strategies, Inc. in Brentwood, TN and has over 24 years of experience in the finance industry.