Barry Kyte is a CFA, CFP-designated registered investment advisor at Gunderson Capital Management, based in Mount Pleasant, SC, with 19 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 696 clients with $400M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
2072 Willbrook Lane, Mount Pleasant, SC, 29466
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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
Barry is a board member for Foundation Investment Management, a Methodist Foundation/Endowment, dedicating minimal time and receiving no compensation. He is also employed full-time by Southport Capital LLC.
Employment History
Current Registrations
Gunderson Capital Management
Previous Registrations
Southport Capital
Gunderson Capital Management
Trustcore Financial Services, LLC
Trustcore Investments, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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