David Kleinholter
David Kleinholter is a registered investment advisor at Private Advisor Group, LLC, based in Brentwood, TN, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
7003 Chadwick Drive, Suite 222, Brentwood, TN, 37027
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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.
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David operates EPM Financial as a DBA for his LPL business and provides investment advisory services through Private Advisor Group, spending nearly full-time on the latter. He also works as a tax preparer for Featherbell Tax Services, LLC, dedicating about 10-20% of his time.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
State Registrations2 states
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