KS
KS

Kyle Signor

11 Years of Experience
Broker

Kyle Signor is a registered investment advisor at Payden & Rygel, based in Boston, MA, with 11 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 476 clients with $150B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
476 clients
Average Client Portfolio
$317.1M average
Assets Under Management
$150.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100.0M0.15%
$100M+0.13%

This is the fee schedule for Enhanced Cash/Flexible Short Duration accounts. Other account types have different fee schedules. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

265 Franklin Street, 16th Floor, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Payden & Rygel
September 2022 - Present · 3 yrs 7 mos
Payden & Rygel Distributors
September 2022 - Present · 3 yrs 7 mos
Payden & Rygel DistributorsBroker
September 2022 - Present · 3 yrs 7 mos
Previous Registrations
Columbia Management Investment Advisers, LLC
April 2019 - September 2022 · 3 yrs 5 mos
Columbia Management Investment Distributors, INC.Broker
April 2019 - September 2022 · 3 yrs 5 mos
Morgan Stanley
October 2014 - April 2019 · 4 yrs 6 mos
Morgan StanleyBroker
September 2014 - April 2019 · 4 yrs 7 mos
State Registrations12 states
ALCADCFLGAMAMDNCOHSCVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kyle Signor - Financial Advisor | TrueAdvisor