Interchange Advisers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Interchange Advisers is a registered investment adviser that offers non-discretionary portfolio management and related advisory services to individuals (including high net worth individuals) and organizations. The firm’s client services focus primarily on exchange-traded funds (ETFs) and may include advice on investments already held at the start of the advisory relationship.
The firm states it manages accounts using managed “model” portfolios and employs asset allocation alongside quantitative and qualitative analysis to determine suitable allocations based on a client’s objectives, risk tolerance, and time horizon. Under non-discretionary arrangements Interchange Advisers must obtain client approval before executing transactions, and the brochure notes tax efficiency is not the primary management objective, recommending clients consult tax advisors.
Interchange Advisers is affiliated with Interchange Clearing LLC: persons providing advice are registered representatives of that clearing broker-dealer, the firm recommends and requires execution through Interchange Clearing LLC, and it discloses the resulting conflict of interest and potential for different execution costs. The brochure also notes the firm does not sponsor wrap fee programs, does not charge performance-based fees, and does not act as a private fund adviser—features the firm highlights as part of its operating model.
Client services
Expertise
Fee options
$0+: 0.30% +: 1.50%
Main office
Knoxville TN
Advisors at this office
1
Most active in
Tennessee · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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