Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual advisory fee is 2% of assets under management, billed quarterly. Financial planning fees range from $500 to $15,000, incorporating an hourly fee element of $350 per hour for complex situations. Hourly charges for advisory services or financial planning are up to $350. Fees are negotiable and tailored to the specific services provided. The firm requires either periodic contributions of at least $500/month or an initial deposit of at least $25,000 to open an account.
Areas of Practice
Advisor Information
Office location
Debray, FL
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 ActivitiesSells Insurance
Kyle is an owner at Longevity Financial, selling life insurance and annuities, dedicating minimal time to this role. He also serves as an Executive National Sales Director at Valuteachers, focusing on marketing, sales, recruiting, training, and team management of life insurance and annuity products, taking about a quarter of his time. Finally, Kyle is an Investment Advisor Representative (IAR) at Asset Allocation Strategies, LLC, spending about 10-20% of his time soliciting, servicing, and actively managing advisory accounts/clients.