Criterion Capital Advisors LLC

Criterion Capital Advisors, LLC is a registered investment advisor based in Nashville, TN, established in April 2018. The firm offers financial planning, consulting, and investment management services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Clients are required to have a minimum of $500,000 in investable assets to start and maintain an advisory relationship. Criterion Capital Advisors primarily allocates client assets among various mutual funds, ETFs, individual securities, annuities, and independent investment managers based on the client's investment objectives. The firm charges fees based on assets under management, with annual fees ranging from 0.75% to 1.00% depending on the portfolio value. Clients have discretion to accept or reject recommendations, and the firm does not provide legal or tax advice. Criterion Capital Advisors does not engage in performance-based fees, side-by-side management, or voting client securities. The firm has not been involved in any legal or disciplinary events, and its principals have not been subject to bankruptcy in the past 10 years. Clients receive regular account reviews and statements from the custodian of their assets. The firm does not accept the authority to vote client securities and does not require prepayment of fees exceeding $1,200 per client, six months in advance.