Tanner Hoyt is a CFP-designated registered investment advisor at H. L. Ormond & Company, LLC, based in Greenville, NC, with 9 years of industry experience. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 282 clients with $400M 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 | 0.75% |
Annual investment management fees range from 0.75% to 1.75% for the Advisor Direct Platform, 0.75% to 2.25% for AMS Managed Programs, and 0.75% to 1.75% for the Outside Manager Program (excluding separate manager fees). Fees are negotiable.
Fee Estimator
Location
1001 Conference Drive, Suite B, Greenville, NC, 27858
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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
Tanner works as a financial advisor for Hoyt Family Wealth Management, LLC, dedicating about a quarter of their time to the role. They also spend more than half their time on this business during trading hours.
Employment History
Current Registrations
H. L. Ormond & Company, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, 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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