Kyle Elliott
Kyle Elliott is a registered investment advisor at Commercial Trust Financial Services, based in Fayette, MO, with 26 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 Annuities, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 927 clients with $200M 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 $100K | 1.25% |
| $100K - $1.0M | 1.05% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are generally negotiable. Fees are paid quarterly in advance.
Fee Estimator
Location
119 N Main St, Fayette, MO, 65248
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 Activities
Kyle operates under the DBA Commercial Trust Financial Services since 2009 and works as a notary. He also serves on the management team overseeing the trust department at Commercial Trust Company and provides investment advisory services through Convergence Financial, LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
Commercial Trust Financial Services
LPL Financial LLCBroker
Previous Registrations
Convergence Financial
Good Life Advisors, LLC
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations13 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.