Kyle Morgan
Kyle Morgan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Vero Beach, FL, with 31 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
660 Beachland Blvd, Vero Beach, FL, 32963
Get directionsHistory
Regulatory History (2)
Regulatory
February 2005Customer Dispute
February 2004Other Business Activities
Kyle is the Chairman of the Investment Committee for the VNA's Foundation, overseeing the investment management of their portfolio, dedicating minimal time. Kyle also serves as a board member and member of the finance committee for the United Way Foundation of Indian River County, dedicating minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations43 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.
Exams
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