Kyle Fischer is a CFP-designated registered investment advisor at Godsey & Gibb Wealth Management, based in Greenville, SC, with 9 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, Investment Management, and 2 more. Their firm serves 807 clients with $1.4B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum account size of $500,000, annual fee of $5,000, and fee schedule are negotiable. GGWM may group certain related client accounts for the purpose of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Location
40 West Broad Street, Suite 350, Greenville, SC, 29601
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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 →Employment History
Current Registrations
Godsey & Gibb Wealth Management
Previous Registrations
Cornerstone Wealth
Mutual Securities, INC.Broker
Cornerstone Wealth
LPL Financial LLCBroker
State Registrations4 states
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