Brandon White is a CFA-designated registered investment advisor at Coyle Capital, LLC, based in Lakeway, TX, with 20 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 320 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coyle Capital's annual fee for portfolio management, family office, and wealth planning services ranges from 0.25% to 2.5% of your portfolio's value. The specific fee depends on the size of your portfolio, the complexity of services, and the level of administration required. Fees are negotiable. You are responsible for custodian fees, brokerage fees, and other third-party fees.
Location
2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Coyle Capital, LLC
Previous Registrations
Yale Capital CORP.
Alpha Capital Management
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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