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KG
CFP
KG
CFP

Kirk Gravelle

Truist Advisory Services, INC.
31 Years of Experience
Ponte Vedra Beach, FL
1 DisclosureBroker
View SEC Summary
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Kirk Gravelle is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Ponte Vedra Beach, FL, with 31 years of industry experience. Kirk is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1975 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

814 N A1A Highway, Ste 200, Ponte Vedra Beach, FL, 32082

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History

Regulatory History (1)
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Regulatory
May 2010
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Advisory Services, INC.
October 2022 - Present · 4 yrs
Truist Investment Services, INC.
October 2022 - Present · 4 yrs
Truist Investment Services, INC.Broker
October 2022 - Present · 4 yrs
Previous Registrations
Morgan StanleyBroker
June 2009 - October 2022 · 13 yrs 4 mos
Morgan Stanley
June 2009 - October 2022 · 13 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2001 - April 2007 · 6 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 2001 - April 2007 · 6 yrs 2 mos
Banc of America Investment Services, INC.Broker
April 1998 - March 2001 · 2 yrs 11 mos
Barnett Investments, INC.Broker
March 1997 - April 1998 · 1 yr 1 mo
Olde Discount CorporationBroker
May 1995 - March 1997 · 1 yr 10 mos
State Registrations17 states
ALAZCACOFLGAILINMONCNYOHPASCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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