Top financial advisors in Greeneville, TN
We’ve curated a list of the best financial advisors in Greeneville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$140,000,000
Number of advisors
3 advisors
| $140,000,000 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greeneville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greeneville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Cornerstone Wealth Management Group
Cornerstone Wealth Management Group, established in November 2019, is a Tennessee-based Limited Liability Company owned by Brian Jack Click, CFP®, and George Robert Scott, CFP®. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Investment decisions are made with discretionary authority granted by clients, ensuring alignment with fiduciary duties. Cornerstone specializes in mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs, among others. The firm charges portfolio management fees based on total assets under management, ranging from 0.50% for accounts over $5 million to 1.25% for accounts under $250,000. Financial planning services are offered at fixed, subscription, or hourly rates. Cornerstone does not accept performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm reviews client accounts annually, provides quarterly reports, and offers educational seminars. Clients have the option to participate in the FICA cash management program, with an annual fee of 0.20%. Cornerstone does not take custody of client accounts but recommends Schwab Institutional for custodial services. The firm's Code of Ethics ensures fair and transparent practices, with a focus on client interests. Clients may request proxy voting information and have access to detailed financial information upon request.
$140,000,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greeneville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greeneville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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