Kyle Zeller
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 Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 756 clients with $2.9B 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 | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $18.0M | 0.60% |
| $18.0M - $23.0M | 0.40% |
| $23M+ | 0.35% |
Fees may be negotiable at the sole discretion of Schneider Downs Wealth Management Advisors.
Fee Estimator
Location
65 East State St., Suite 2000, Columbus, OH, 43215
Get directionsHistory
Regulatory History (1)
Criminal
November 1996Other 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
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
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.