Kyla Burke is a registered investment advisor at Frost Investment Advisors, LLC, based in San Antonio, TX. Kyla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frost Investment Advisors manages separately managed accounts for clients. The advisory fee is a percentage of the portfolio's value and ranges from 0.04% to 0.20% annually, depending on the investment strategy's complexity and the level of service required. The fee is calculated based on the average daily market value of the assets, excluding uninvested cash. Fees are billed monthly or quarterly, as agreed upon with the client.
Location
111 West Houston Street, 10th Floor, San Antonio, TX, 78205
Get directionsHistory
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
Frost Investment Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.