Estate & Financial Strategies, Inc.
Estate & Financial Strategies, Inc. (CRD# 129965) is a financial advisory firm headquartered in Brentwood, TN. They manage $12,975,358 in 171 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts171ACCOUNTS
Average Account Value$75,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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.