KB
CFP · ChFC
KB
CFP · ChFC

Kyle Bigford

26 Years of Experience
Hamilton, MI
Broker

Kyle Bigford is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Hamilton, 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
—
Loading...

Location

4672 Pine Street, Hamilton, MI, 49419

Get directions

History

Regulatory History
Clean regulatory record

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 is an owner of Hamilton Speed Shop (car sales), Raging Bull Investments LLC (landlord), and Tank Creek Ranch, LLC (hunting land/timber). He dedicates minimal time to these activities, focusing on oversight and managerial work.

Employment History
Current Registrations
Edward Jones
February 2010 - Present · 16 yrs 8 mos
Edward JonesBroker
July 2000 - Present · 26 yrs 3 mos
State Registrations24 states
ARCACOFLIAILINKSKYMIMNMONCNJNYOHORPARITNTXVAWIWY
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.
More Advisors