Kyle Edmonds
Kyle Edmonds is a CFP-designated registered investment advisor at Cibc Private Wealth Advisors, INC., based in New York, NY, with 18 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 9,236 clients with $68B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Standard fee schedule for Equity and Balanced Portfolios. Other portfolio types (Fixed Income, Cash, Wealth Management) have separate schedules. Minimum annual fee is $10,000. Fees are negotiable.
Fee Estimator
Location
300 Madison Avenue, 7th Floor, New York, NY, 10017
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 →Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Previous Registrations
Invesco Distributors, INC.Broker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
State Registrations51 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.
Exams
More Advisors
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Craig Lambdin, CFACibc Private Wealth Advisors, INC.
- Kishore Setty, CFACibc Private Wealth Advisors, INC.
- Alexandra Fuhrmann, CFACibc Private Wealth Advisors, INC.
- Christine Fernandez, CFACibc Private Wealth Advisors, INC.
- Marc KellerCibc Private Wealth Advisors, INC.