Kyle Gordon
Kyle Gordon is a registered investment advisor at United Capital Management of Kansas, INC., based in Salina, KS, with 15 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management. Their firm serves 1,366 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UCMK charges a percentage of your portfolio annually for investment management, billed monthly in advance. The exact fee is negotiable, ranging from 0.75% to 2.5% depending on your financial situation, the amount you invest, and the complexity of services. There is a minimum account size of $5,000, which can be waived. There is also an overriding minimum fee of $50 per account on an annual basis. Brokerage commissions and transaction fees are billed separately.
Location
227 North Santa Fe, Salina, KS, 67401
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2005Other Business ActivitiesSells Insurance
Kyle is a part owner and managing member/director of United Capital Insurance, LLC since March 2024, facilitating fixed insurance products like life, long-term care insurance, and fixed annuities. This activity takes nearly full-time, with approximately 140 hours per month.
Employment History
Current Registrations
United Capital Management of Kansas, INC.
Previous Registrations
Linsco/private Ledger CORP.
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.