KD
KD

Kyle Dury

26 Years of Experience
Sturgis, MI
1 DisclosureBroker

Kyle Dury is a registered investment advisor at Edward Jones, based in Sturgis, MI, 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

164 W Chicago Rd, Sturgis, MI, 49091

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2004
Closed-No Action
Other Business Activities

Kyle plays bass in the band Phins Up, dedicating a few hours per week to this activity. This activity is not investment-related.

Employment History
Current Registrations
Edward Jones
December 2019 - Present · 6 yrs 10 mos
Edward JonesBroker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - December 2019 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2010 - December 2019 · 9 yrs 7 mos
Edward JonesBroker
May 2000 - May 2010 · 10 yrs
State Registrations19 states
AZCOFLGAILINKSMIMONCNENMOHORPATNTXWAWI
AdvisorBrokerBoth

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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