Jon Hoyle
Jon Hoyle is a registered investment advisor at Gradient Advisors, LLC, based in Kings Mountain, NC, with 14 years of industry experience. Jon 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 2 more. Their firm serves 2,152 clients with $290M 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 | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
Kings Mountain, NC
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2018Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Zero Day Capital Enterprises LLC
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securities America, INC.Broker
Oneamerica Securities, INC.Broker
Voya Financial Advisors, INC.Broker
Southeast Investments, N.c., INC.Broker
Pruco Securities, LLC.Broker
State Registrations2 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.