Kyle Bakas is a registered investment advisor at Arnold and Mote Wealth Management, based in Hiawatha, IA. 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 133 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arnold & Mote Wealth Management's wealth management fee is a flat annual amount based on your needs and goals. The annual fees are paid quarterly. The flat fee for wealth management services ranges between $11,600 (for individuals) and $13,200 (for couples) per year but may be more or less depending on the complexity of your situation.
Location
1202 Dina Court, Suite B, Hiawatha, IA, 52233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Arnold and Mote Wealth Management
State Registrations2 states
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