Advisor at Bigham Wealth Advisory LLC
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Firm
Bigham Wealth Advisory LLC
Location
Chattanooga, TN 37403
Credentials
Series 66
Industry experience
16 years
Russell Bigham is the principal advisor at Bigham Wealth Advisory LLC in Chattanooga, TN, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of financial advising, he owns MC Salon Services, an LLC involved in coordinating and overseeing sales meetings. Bigham Wealth Advisory LLC provides discretionary asset management, financial planning, and basic estate-planning services to individual and high-net-worth clients. The firm utilizes fundamental and technical analysis, incorporating a range of investment strategies including derivatives and options, and employs third-party platforms for portfolio management and rebalancing.
Based on Bigham Wealth Advisory LLC
$1,000-$1,500 for basic estate plan plus $250 per property/entity added
$0+: 1.00% annually $0+: 1.50% annually (if utilizing Sub-Advisor: 1.00% to BWA + 0.50% to Sub-Advisor)
$80 per hour for financial planning
10% of quarterly gains above high water mark, charged quarterly
651 E 4th St., Suite 200
Chattanooga, TN 37403
Ohio · Tennessee · Texas
Bigham Wealth Advisory LLC
2021 - Present (5 years)
Bigham Insurance Advisory, LLC
2020 - Present (6 years)
MC Salon Services, LLC
2020 - Present (6 years)
Bigham Wealth Advisory LLC
2019 - Present (7 years)
Woodbury Financial Services, Inc.
2019 - 2021 (2 years)
Questar Asset Management
2015 - 2019 (4 years)
Questar Capital Corporation
2015 - 2019 (4 years)
Southern Charm Properties, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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