Caleb Hartley is a registered investment advisor at Linden Thomas Advisory Services, LLC, based in Charlotte, NC. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,590 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Linden Thomas Advisory Services (LTAS) offers investment management services through three programs:
- Separately Managed Account Platform: LTAS delegates investment selection to outside managers, while overseeing asset allocation and client relationships. Fees range from 0.20% to 1.6% annually.
- LTAS Managed Index Program: LTAS uses its own enhanced-index process. Fees range from 0.20% to 1.6% annually.
- Passive Index Program: LTAS uses Vanguard and DFA index funds. Fees range from 0.0% to 1.6% annually.
Fees are calculated and charged quarterly in advance, based on the portfolio value at the end of the previous quarter.
Location
516 North Tryon Street, Suite 200, Charlotte, NC, 28202
Get directionsHistory
Regulatory History (1)
Criminal
April 2022Employment History
Current Registrations
Linden Thomas Advisory Services, LLC
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.