Kyle Kelly
Kyle Kelly is a registered investment advisor at Tarragon Capital, LLC, based in Chattanooga, TN, with 19 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42 clients with $14M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001. Advisory fees charged by sub-advisers on the Goldman Sachs Model Manager Program are separate and apart from, and additional to, Tarragon Capital’s advisory fees. The sub-adviser's fee may be up to (but not exceeding) 1.5% and when necessary, Tarragon Capital will reduce their fee so that, when combined with the sub-adviser's fee, the total amount you pay will not exceed 2%. In cases there may be lower cost models utilized in portfolio management that reduce the fee schedule above at the account level and in a similar tiered format. Brokerage fees at Goldman Sachs are 0.20% annually with a $100 minimum.
Fee Estimator
Location
345 Frazier Avenue, Suite 210, Chattanooga, TN, 37405
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 independent insurance agent for various independent insurance companies. This activity is insurance-related.
Employment History
Current Registrations
Tarragon Capital, LLC
Previous Registrations
Hhm Wealth Advisors, LLC
Hhm Wealth Advisors, LLC
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.