Kyle Crawford is a CFP-designated registered investment advisor at The Fiduciary Alliance, based in Lagrange, GA, with 23 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8,964 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Alliance charges a percentage of the value of your portfolio, up to 2.00% per year. This fee is negotiable. The fee is calculated and paid quarterly, in advance. In addition, for certain alternative investments, Fiduciary Alliance may receive up to 25% of the profits above a certain return threshold. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Location
201 Ridley Ave, Suite A, Lagrange, GA, 30240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kyle's family owns and manages real estate, requiring a few hours per week. He also serves as a Planning and Zoning Board Member for the City of LaGrange, GA, dedicating minimal time each month.
Employment History
Current Registrations
The Fiduciary Alliance
Previous Registrations
SA Stone Wealth Management INC.Broker
SA Stone Wealth Management INC.Broker
Bison Wealth, LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Synovus Securities, INC.
Synovus Securities, INC.Broker
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.