Kyle Combest is a registered investment advisor at Second Line Capital, LLC, based in Duncan, OK. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,385 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Second Line Capital (2LC) offers investment management services for an annual fee based on the amount of assets under management. The management fee can be up to 2.00% annually. The fee is determined by the investment advisor representative and is allocated between 2LC and the representative. The fee is charged quarterly, in advance, based on the market value of the assets being managed on the last day of the previous quarter. 2LC also uses LPL programs, which have maximum fees ranging from 0.95% to 3.0%.
Location
2270 N Hwy 81, Ste 102, Duncan, OK, 73533-1762
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Second Line Capital, LLC
State Registrations1 state
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