Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are negotiable. Family accounts may be combined for fee calculation.
Fee Estimator
Wealth management fees are based on a percentage of assets managed: 1.50% for assets under $250,000 and 1.00% for assets over $250,000. Financial planning fees range from $250 to $10,000, based on complexity and advisor hourly rates ($350-$500/hour). A one-time $500 setup fee applies to the Wealth Building Program. Other business services, such as tax services, have tiered fees ranging from $650 to $1950, or an hourly rate of $375.
Areas of Practice
Advisor Information
Office location
2437 Main Street, Santa Monica, CA, 90405
Get directionsRegulatory 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
Kyle refers clients to GK Tax and Accounting and acts as a liaison between the client and the CPA, also providing financial planning advice. Kyle dedicates a few hours per week to this business.