Kregg Kiel is a registered investment advisor at Kiel Investment Company, based in Carmel, IN, with 21 years of industry experience. Kregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 6 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Location
Carmel, IN
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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 Activities
Kregg is involved in three outside business activities. He works as a registered investment advisor for Kiel Investment Company, spends about half his time as a managing director for Corporate Finance Associates, and dedicates a few hours per week as a referral person for ShipSigma.
Employment History
Current Registrations
Kiel Investment Company
Previous Registrations
Corporate Finance Securities, INC.Broker
Canterbury Investment Management, LLC
Kiel Investment Company
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.