Chae Kyle is a registered investment advisor at Aspen Creek Wealth Management, LLC, based in Pensacola, FL, with 1 years of industry experience. Chae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 95 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspen Creek Wealth Management (ACWM) manages investment portfolios for a fee based on the total value of your investments. The fee ranges from 0.25% to 1.00% annually. These fees are negotiable. ACWM may also recommend third-party asset managers, resulting in a total fee ranging from 0.55% to 2.25% annually, which includes ACWM's fee and the third-party manager's fee. These fees are also negotiable.
Location
8180 Pensacola Blvd., Suite 207, Pensacola, FL, 32583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aspen Creek Wealth Management, LLC
Previous Registrations
Integrity Advisory Solutions
State Registrations1 state
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