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Kyle Zeller

Schneider Downs Wealth Management Advisors, LP
27 Years of Experience
Columbus, OH
1 DisclosureSells Insurance
View SEC Summary
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Kyle Zeller is a registered investment advisor at Schneider Downs Wealth Management Advisors, LP, based in Columbus, OH, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 786 clients with $3.3B in assets under management.

Schneider Downs Wealth Management Advisors, LP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
786 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.85%
$2.5M - $4.0M0.70%
$4.0M - $6.0M0.60%
$6.0M - $8.0M0.50%
$8.0M - $10.0M0.60%
$10.0M - $15.0M0.40%
$15.0M - $20.0M0.35%
$20M+0.30%

Fees are negotiable at the discretion of management. Firm shareholders and employee family members may receive reduced fees. Separate account manager fees (0.25% to 1.00%) and private equity fees (0.075% to 2%) apply if those vehicles are utilized.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

65 East State St., Suite 2000, Columbus, OH, 43215

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History

Regulatory History (1)
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Criminal
November 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kyle is an independent insurance agent with Schneider Downs Insurance Advisors since 2000, dedicating about 10-20% of his time. He is also a corporate employee providing investment advisory services with Schneider Downs Wealth Management Advisors and a registered representative with SagePoint Financial, Inc.

Employment History
Current Registrations
Schneider Downs Wealth Management Advisors, LP
April 2005 - Present · 21 yrs 6 mos
Previous Registrations
Sagepoint Financial, INC.
December 2011 - April 2017 · 5 yrs 4 mos
Sagepoint Financial, INC.Broker
October 2008 - December 2017 · 9 yrs 2 mos
Sagepoint Financial, INC.
October 2008 - January 2011 · 2 yrs 3 mos
American General Securities Incorporated
January 2005 - October 2008 · 3 yrs 9 mos
American General Securities IncorporatedBroker
January 2005 - October 2008 · 3 yrs 9 mos
American General Securities Incorporated
February 2003 - December 2004 · 1 yr 10 mos
American General Securities IncorporatedBroker
July 2001 - December 2004 · 3 yrs 5 mos
Franklin Financial Services CorporationBroker
December 1998 - July 2001 · 2 yrs 7 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
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