Tory Klinedinst
Tory Klinedinst is a registered investment advisor at Great Valley Advisor Group, LLC, based in Holly Springs, NC, with 19 years of industry experience. Tory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
Holly Springs, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tory operates under the DBA Balanced Investment Strategies for their LPL business and spends minimal time on registered representative duties. Tory also provides investment advisory services through Great Valley Advisor Group, Inc., dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Gaines Financial Group
Davis Wealth Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations3 states
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.