Kent Gravely
Kent Gravely is a CFP-designated registered investment advisor at Fortress Private Ledger, LLC, based in Mount Airy, NC, with 20 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 704 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee is 2.0% and is negotiable between the client and the investment adviser representative.
Fee Estimator
Location
425 N Main Street, Mount Airy, NC, 27030
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 LLC
LPL Financial LLCBroker
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.
Exams
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