Kyle Johnston
Kyle Johnston is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Seattle, WA, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 45,002 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
2101 4th Ave Ste 710, Seattle, WA, 98121
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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 ActivitiesSells Insurance
Kyle is involved in several business activities, including Johnston Financial Inc for tax/investment purposes, Tallus Capital Management as a Registered Investment Advisor DBA, and Financial Advocates Investment Management providing investment advisory services. Kyle also sells life and health insurance, including disability, fixed annuities, health, life, and long-term care, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Hornor, Townsend & Kent, INC.Broker
State Registrations7 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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