Kyle Mylius is a CFA-designated registered investment advisor at Humanize Wealth, based in Seattle, WA, with 12 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 15 clients with $27M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.35% |
Fee Estimator
Location
2800 1st Ave, Suite 329, 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 →Employment History
Current Registrations
Humanize Wealth
Previous Registrations
Newground Social Investment
Threshold Group, LLC
The Caprock Group, INC.
Bridgeway Capital Management INC
Rainier Investment Management,inc.
State Registrations1 state
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