Kyle French
Kyle French is a registered investment advisor at Flb Capital Management, LLC, based in Rowlett, TX, with 20 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6 clients with $1.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FLB Capital Management manages investments for a percentage of the assets they manage. The annual fee ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is paid quarterly, at the start of each quarter. You can terminate the agreement at any time, and any prepaid fees will be refunded on a pro-rated basis.
Location
4514 Rowlett Rd, Ste 120, Rowlett, TX, 75088
Get directionsHistory
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 an insurance agent selling fixed annuities, life insurance, and health insurance. This takes about a quarter of his time.
Employment History
Current Registrations
Flb Capital Management, LLC
Previous Registrations
Raymond James Financial Services
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.