Signal Mountain, TN Financial Advisors and Resources



Financial Advisor Firms in Signal Mountain, TN


TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.

Website

(423) 886-2625

318 James Boulevard

Signal Mountain, TN 37377

SEC#: 801-61148
Years in Business: 19 years

PANTHEON INVESTMENT LLC

Website

(423) 498-6310

6526 Forest Park Dr

Signal Mountain, TN 37377

SEC#: 801-56537
Years in Business: 22 years

PANTHEON INVESTMENT LLC

Website

(423) 498-6310

6526 Forest Park Dr

Signal Mountain, TN 37377

SEC#: 801-56537
Years in Business: 22 years


How Retirement-Friendly is Signal Mountain, TN?

  • Population: 8,539
  • % of Population 62 Years and Over: 25.2%
  • Average Home Value: $328,500
  • Average Monthly Housing Cost: $1,429
  • Average Household Income: $143,240
  • Tennessee Total Tax Burden: 5.74% (2nd Lowest in U.S.)
  • Tennessee Property Tax: 1.70% (3rd Lowest in U.S.)
  • Tennessee Individual Income Tax: 0.08% (8th Lowest in U.S.)
  • Tennessee Sales and Excise Tax: 3.96% (14th Highest in U.S.)


Signal Mountain, TN Financial Advisor FAQs

An advisor gets paid through a variety of methods. The simplest is a set fee for either the number of months of service or the amount of money under management. Another approach involves a percentage fee based on how much you have invested with them at any given time--this might work by charging 0.5% per year on assets over $500K.
Financial advisors have a wide range of knowledge and abilities, so it is important to do research before hiring an advisor. Ask yourself what your needs are and how much you can pay for services. If you're confident in those two things, then reward those with experience and reputation as those seem most important.
Look for advisors with good established reputations who work through every step of the process with you. For example, if your investment strategy includes diversification across types of securities (stocks, bonds), geographic diversification (U.S., international), or different risk-return profiles (aggressive portfolio versus conservative portfolio) then look for advisors who actively recommend multiple strategies rather than just one favored approach.
The cost will vary depending on what you need done, but it should be between $200-300 an hour. If you only need advice on managing your monthly budget and other investing basics without any administration costs then they'll typically cost less —approaching $100 an hour.