Kyle Harsha is a registered investment advisor at Lexaurum Advisors, based in Smithville, MO, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,230 clients with $1.3B 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
Smithville, MO
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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 →Other Business Activities
Kyle is the owner/operator of Money Matters Tax and Financial Services, providing accounting services and tax preparation. This activity takes nearly all of Kyle's time, especially during tax season.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Rise Consulting, LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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