Kent Gravely is a CFP-designated registered investment advisor at Fortress Private Ledger, LLC, based in Raleigh, NC, with 19 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 502 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortress Private Ledger (FPL) manages investment portfolios for a fee based on the value of your investments. The exact fee is negotiable between you and your advisor. The maximum fee is 2.0% per year. Fees are typically deducted from your account monthly or quarterly. FPL may also charge a performance-based fee for certain clients.
Location
3110 Edwards Mill Rd, Suite 200, Raleigh, NC, 27612
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2019Other Business Activities
Kent owns rental real estate property and receives a small stipend for church ministry involving music direction and performance. These activities are not investment-related.
Employment History
Current Registrations
Fortress Private Ledger, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Wachovia Securities, LLCBroker
State Registrations1 state
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.