Kyle Kim
Kyle Kim is a registered investment advisor at Kyo Asset Management, LLC, based in Sterling, VA, with 29 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Sterling, VA
Get directionsHistory
Regulatory History (3)
Regulatory
April 2025Employment Separation After Allegations
May 2024Judgment / Lien
January 2020Other Business ActivitiesSells Insurance
Kyle is dually registered as an investment advisor representative and a registered representative, spending about 10-20% of his time in each role. Kyle is also a licensed insurance agent and an owner/investment officer involved in real estate development, dedicating about 10-20% of his time to each of these activities as well.
Employment History
Current Registrations
Kyo Asset Management, LLC
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Tlg Advisors, INC.
The Private Client Advisory Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
H. Beck, INC.Broker
Citicorp Investment ServicesBroker
Dean Witter Reynolds 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.