Thomas Kemp is a CFA-designated registered investment advisor at Ally Invest Advisors, based in Greer, SC, with 11 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79,943 clients with $1.4B 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 $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
This fee schedule applies to the Personal Advice service. Market-Focused Robo Portfolios have a 0.30% annual fee. Cash-Enhanced Robo Portfolios and Invest Simply portfolios have no advisory fee. Guided Advice has a 0.50% annual fee.
Fee Estimator
Location
Greer, SC
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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
Thomas works as a Senior Specialist at Ally Invest Advisors, spending about a quarter of his time monitoring and executing daily trading activities. He also serves as Treasurer for Simply Blair, his wife's content creation channel, dedicating minimal time to this role.
Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLC
Ally Invest Securities LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations52 states
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