Kyle Davis is a registered investment advisor at Retirementadvice | Jka, based in Anaheim, CA, with 4 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 242 clients with $240M 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 $100K | 1.99% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Clients utilizing the third-party management services of Zacks Investment Management, Inc. will be charged an additional fee of 0.28% annually for equity portfolios and 0.18% annually for ETF portfolios.
Fee Estimator
Location
1251 N. Manassero St., Suite #405A, Anaheim, CA, 92807
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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
Retirementadvice | Jka
State Registrations1 state
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