The Mutual Fund Store

The Mutual Fund Store (CRD# 150362) is a financial advisory firm headquartered in Knoxville, TN. They manage $59,369,267 in 305 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    305
    ACCOUNTS
  • Average Account Value
    $194,653
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TN

Financial Advisors at The Mutual Fund Store
Showing 1 - 1 of 1 top financial advisors.
1
Brett T. Stephens
CRD#: 5108192
150 Lovell Road, Suite 104, Knoxville, TN 37934
93
Wealthminder
score

Brett Stephens (CRD# 5108192) is an Investment Advisor Representative working at The Mutual Fund Store in Knoxville, TN and has over 10 years of experience in the finance industry.

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