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Franklin, TN 37067
615-371-5928About Bills Asset Management
Unlike many traditional advisors, Bills Asset Management employs active management of your investments using no-load mutual funds. By moving in and out of the market, we strive to capture most of the up trending markets and avoid most of the down trending markets. We are strong proponents of principal protection realizing that it takes, for example, a 25% gain to make up for a 20% loss. Our investing strategies are suitable for all types of investors.
See Disclosures
General Information
Firm Start Year
1923
CRD#
4554774
Firm CRD#
114520
Name of Custodial Firm
Fidelity/National Financial Srvs, TD Ameritrade, TIAA CREF
Years of Experience in Financial Services
31
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Insurance Products & Annuities, Financial Planning, Investment Advice & Management
Services
Can meet clients in the following ways
Your Office, Your Office, Email, Your Home, Phone
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CPA
Firm Information
Total Assets Under Management by Advisor
$100000
Compensation and Fees
Compensation Methods
Based on Assets
Education
BS Accounting -
University of Tennessee - Knoxville
-
Masters of Accounting -
University of Tennessee - Knoxville
-
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886573/retirementplanning-Bills-Asset-Management-detailed-disclosure.html