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.
General Information |
| Firm Start Year: | 1923 | |
| Name of Custodial Firm: | Fidelity/National Financial Srvs, TD Ameritrade, TIAA CREF |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Insurance Products & Annuities, Financial Planning, Investment Advice & Management |
Services |
| Can meet clients in the following ways: | Your Office, Your Home, Your Office, Email, Phone |
Firm Information |
| Assets Managed by Advisor: | $100000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets |
Education |
| BS Accounting | University of Tennessee - Knoxville
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| Masters of Accounting | University of Tennessee - Knoxville
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
