Brick & Kyle Associates INC

Fee-Only (% of Portfolio)

Brick and Kyle Associates offers investment management tailored to individual client needs, considering their goals, risk tolerance, and time horizon. They manage portfolios on a discretionary basis, allowing clients to place reasonable restrictions. The firm also provides financial planning, creating written reports to help clients reach their financial goals, covering areas like taxes, cash flow, investments, insurance, retirement, education, and estate planning. They also provide general non-securities advice on tax, budgetary, estate, and business planning.

Assets Under Management$430M
Clients331
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$85M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable on a per client basis.

Fee Estimator
Your Portfolio Value
$500K
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Location

5 Advisors at this firm

Brick & Kyle Associates INC | TrueAdvisor