Kyle Gordon
Kyle Gordon is a registered investment advisor at United Capital Management of Kansas, INC., based in Salina, KS, with 15 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,655 clients with $880M 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 | 2.00% |
Fees generally range from 0.75% to 2% annually, billed monthly in advance. Fees are negotiable based on account size, portfolio complexity, and other factors. The firm's standard agreement lists a maximum fee of 2.5%.
Fee Estimator
Location
227 North Santa Fe, Salina, KS, 67401
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2005Other Business ActivitiesSells Insurance
Kyle is a part owner and managing member/director of United Capital Insurance, LLC since March 2024, facilitating fixed insurance products like life, long-term care insurance, and fixed annuities. This activity takes nearly full-time, with approximately 140 hours per month.
Employment History
Current Registrations
United Capital Management of Kansas, INC.
Previous Registrations
Linsco/private Ledger CORP.
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.
Exams
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