Kyle Patterson
Kyle Patterson is a registered investment advisor at Independence Capital CO., INC., based in Akron, OH, with 7 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 295 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
2650 W. Market St., 2nd Floor, Akron, OH, 44333
Get directionsHistory
Regulatory 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 insurance agent selling fixed life, annuity, health, disability, and long-term care insurance, dedicating minimal time to this. He also provides investment/financial planning services, spending about 10-20% of his time on this.
Employment History
Current Registrations
Independence Capital CO., INC.Broker
Revisor Wealth Management LLC
Previous Registrations
Independence Capital CO., INC.Broker
Northcoast Research Partners, LLCBroker
State Registrations2 states
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.