Kyle Tweet is a ChFC-designated registered investment advisor at Tweet Management Services, INC., based in La Mesa, CA, with 24 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 168 clients with $120M 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 $300K | 1.50% |
| $300K+ | 1.50% |
Accounts under $300,000 pay an ongoing monthly fee of $300 (equivalent to $3,600 annually). Once the balance reaches $300,000, clients agree to an annual fee ranging from 0.8% to 1.5% depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
5480 Baltimore Dr. #206, La Mesa, CA, 91942
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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 →Employment History
Current Registrations
Tweet Management Services, INC.
Previous Registrations
Salt Capital Management, INC.
Salt Capital Management, INC.
Ameriprise Financial Services, INC.
State Registrations1 state
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
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