Kyle Hunter
Kyle Hunter is a registered investment advisor at Hunter Investment Services LLC, based in Portland, OR, with 25 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, Insurance Planning, and 3 more. Their firm serves 34 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Portland, OR
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 →Other Business ActivitiesSells Insurance
Kyle is an insurance agent, but will not accept compensation for selling insurance to his investment clients. This mitigates potential conflicts of interest.
Employment History
Current Registrations
Hunter Investment Services LLC
Previous Registrations
Investor Fan
Morgan StanleyBroker
Morgan Stanley
Umpqua Investments, INC.
Umpqua Investments, INC.Broker
Wedbush Morgan Securities INC.Broker
State Registrations2 states
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.