Tennessee Wealth Management
Tennessee Wealth Management (CRD# 148273) is a financial advisory firm headquartered in Franklin, TN. They manage $10,268,562 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts29ACCOUNTS
Average Account Value$354,088
- 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)
Robert Sweitzer (CRD# 3268441) is an Investment Advisor Representative working at Tennessee Wealth Management in Franklin, TN and has over 18 years of experience in the finance industry.
Toby Green (CRD# 4938707) is an Investment Advisor Representative working at Tennessee Wealth Management in Franklin, TN and has over 13 years of experience in the finance industry.