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Acie Hylton

20 Years of Experience
Beckley, WV
1 DisclosureBroker

Acie Hylton is a registered investment advisor at Truist Advisory Services, INC., based in Beckley, WV, with 20 years of industry experience. Acie 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.

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
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Location

3849 Robert C Byrd Dr, Beckley, WV, 25801-2956

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History

Regulatory History (1)
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Customer Dispute
August 2023
Settled
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
October 2017 - January 2018 · 3 mos
Bb&t Investment Services, INC.Broker
October 2017 - January 2018 · 3 mos
LPL Financial LLC
September 2017 - October 2017 · 1 mo
LPL Financial LLCBroker
August 2017 - October 2017 · 2 mos
Infinex Investments, INC.Broker
October 2015 - September 2017 · 1 yr 11 mos
Infinex Investments, INC.
October 2015 - September 2017 · 1 yr 11 mos
Certussecurities, INC.Broker
October 2014 - October 2015 · 1 yr
Allstate Financial Advisors, LLC
March 2013 - October 2014 · 1 yr 7 mos
Allstate Financial Services, LLCBroker
February 2013 - October 2014 · 1 yr 8 mos
Wells Fargo Advisors, LLC
December 2012 - January 2013 · 1 mo
Wells Fargo Advisors, LLCBroker
December 2012 - January 2013 · 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - October 2012 · 0 mos
J.P. Morgan Securities LLC
October 2012 - October 2012 · 0 mos
Raymond James Financial Services Advisors, INC
December 2009 - January 2010 · 1 mo
Raymond James Financial Services, INC.Broker
December 2009 - January 2010 · 1 mo
Chase Investment Services CORP.
June 2007 - October 2012 · 5 yrs 4 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
June 2005 - July 2005 · 1 mo
State Registrations31 states
AKALAZCACTDEFLGAILINKSKYMAMDMEMIMOMSNCNDNJNMNYOHPASCTNTXVAWAWV
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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