Kyle Mills
Kyle Mills is a registered investment advisor at Harvest Financial Group, LLC, based in Richmond, VA, with 27 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 282 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harvest Financial Group's fees for managing your investments are a percentage of the value of your portfolio, ranging from 0.50% to 2.50% per year. The exact fee is negotiable based on the size of your account. This fee is calculated and charged quarterly, in advance.
For participant account management services, the maximum annual fee is 1.00%, also negotiable, and calculated/collected quarterly in arrears.
Location
3900 Westerre Parkway, Suite 300, Richmond, VA, 23233
Get directionsHistory
Regulatory History (3)
Regulatory
August 2019Regulatory
August 2017Customer Dispute
April 2017Other Business ActivitiesSells Insurance
Kyle works as an insurance agent, dedicating a few hours per week to this activity. He also spends minimal time per month on live music performance.
Employment History
Current Registrations
Harvest Financial Group, LLC
Previous Registrations
Harvest Financial Group, LLC
H. Beck, INC.Broker
H. Beck, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Capital Investment Advisors
National Planning CorporationBroker
Centennial Capital Management, INC.Broker
State Registrations2 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.