Advisor at Tryon Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tryon Investments, LLC
Location
North Liberty, IA 52317
Credentials
Series 63, Series 65
Industry experience
15 years
Based on Tryon Investments, LLC
Based on Tryon Investments, LLC
Fixed fees for financial planning services ranging from $299 to $2,000
$0 - $1,000,000: 1.70% $1,000,001 - $2,000,000: 1.35% $2,000,001 - $3,000,000: 1.00% Over $3,000,000+: .80%
Commissions for alternative products sold through Great Point Capital, LLC; commissions paid from product sponsors revenues, not client assets
Fee-only: Financial Planning Services flat fee between $299 and $2,000
745 Community Drive, Suite E
North Liberty, IA 52317
Iowa
Cabin Securities, Inc.
2018 - Present (8 years)
Modern Equity Services LLC
2017 - 2017 (1 year)
Modern Equity Services LLC
2016 - 2017 (1 year)
Liberty Centre Capital Management, LLC
2016 - 2017 (1 year)
Tryon Investments, LLC
2012 - Present (14 years)
Tryon Enterprises, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
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CFP®, Series 65
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Pira Wealth Management
CFP®, Series 66
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Lane Family Wealth Management
CFP®
Coralville, IA
Carrie Houchins-Witt Tax and Financial Services LLC
Series 63, Series 65
Iowa City, IA
Midwestern Financial Group
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