KD
CFP
KD
CFP

Kyle Brooks Dwyer

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
832 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiated on a client-by-client basis.

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

25 Bull Street, Savannah, GA, 31401

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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
Private Capital Management, LLC
June 2025 - Present · 8 mos
Southstate Advisory, INC.
July 2019 - Present · 6 yrs 7 mos
State Registrations4 states
COFLGATX
Advisor
Exams
No exam information available for this advisor.