Ann Taylor
Knotts
Woodmont Investment Counsel, LLC
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About this Advisor
Ann Taylor Knotts is a certified financial planner and chartered financial analyst working out of Nashville, Tennessee who has 1 year of relevant experience. Knotts is an advisor for Woodmont Investment Counsel, LLC. During their career, Knotts has held roles at 231 Advisors, Elly Preston LLC, Suntrust Bank, Covenant Partners LLC and Woodmont Investment Counsel, LLC. Knotts is registered to work in Tennessee. Woodmont Investment Counsel, LLC is an advisory firm based out of Nashville, TN. The company has a total of 13 financial advisors. It has $1 billion in assets under management among its 1,176 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm advises 21 charitable organizations. Of its 1,176 customer accounts, 76% are associated with high-net-worth individuals who have at least $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely depend on the financial services. However, fees billed by Woodmont Investment Counsel, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodmont Investment Counsel, LLC Brokerage Details
$1,247,837,157
13
1,176
$1,061,086
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ann Taylor Knotts Work History
Ann Taylor has been registered as a financial advisor for 1 years.*
Woodmont Investment Counsel, LLC
231 Advisors
Covenant Partners LLC
Suntrust Bank
Elly Preston LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ann Taylor Knotts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodmont Investment Counsel, LLC
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Wildwood, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
