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Brock Hyde

24 Years of Experience
Sioux Falls, SD
Sells Insurance

Brock Hyde is a registered investment advisor at Hyline Wealth, based in Sioux Falls, SD, with 24 years of industry experience. Brock operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 201 clients with $87M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
201 clients
Average Client Portfolio
$434K average
Assets Under Management
$87.2M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Only assets above the respective break-points are subject to the discounted rate. Minimum annual fee of $1,200 may apply. Fees may be negotiable in certain circumstances.

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

Sioux Falls, SD

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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.

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Other Business ActivitiesSells Insurance

Brock is an independent insurance agent for various insurance companies since 2010 and spends minimal time on this. He also authors and sells financial books/e-books since 2022, dedicating minimal time to this activity as well.

Employment History
Current Registrations
Hyline Wealth
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2001 - April 2007 · 5 yrs 8 mos
State Registrations4 states
IAMNSDTX
Advisor

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.
Brock Hyde - Financial Advisor | TrueAdvisor