Advisor at Edgehelm Financial
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Firm
Edgehelm Financial
Location
Nashville, TN 37215
Credentials
Series 66
Industry experience
9 years
Brice Eldredge is a financial advisor at Edgehelm Financial in Nashville, TN, with nine years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial. Eldredge also operates a family office offering concierge-level investment services to a select group of clients. Edgehelm Financial provides investment advisory and financial planning services to individuals and corporate clients, including business management and family office services. The firm serves employer-sponsored retirement plans by preparing investment policy statements, monitoring investments, and offering fiduciary education, using a range of strategies with mostly non-discretionary assets under management.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,000,000 Fee-only: Fixed fees for financial planning projects range from $5,000 to $100,000 per project, negotiable and charged in advance.
40 Burton Hills Blvd., Suite 200
Nashville, TN 37215
California · Tennessee
Edgehelm, LLC
2019 - Present (7 years)
LINCOLN FINANCIAL ADVISORS Corporation
2016 - 2019 (3 years)
Lincoln Financial
2016 - 2016 (1 year)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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