Kyle Roy
Kyle Roy is a registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 21 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 3,405 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KPP Advisory Services offers investment management as part of their Wealth Management Services or as a standalone Investment Management Service. The fees are negotiable, with a maximum of 2.50% of the value of your portfolio per year. The exact fee depends on the services provided and the complexity of your situation. Fees are calculated and charged quarterly, in advance, based on the value of your account at the end of the previous quarter.
Location
9300 Shelbyville Rd., Suite 1310, Louisville, KY, 40222
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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 ActivitiesSells Insurance
Kyle is involved in several business activities, including serving as a DBA for LPL business, real estate rentals, and providing investment advisory services through KPP Advisory Services LLC. He also engages in non-variable insurance activities through Blackhorse Life Brokerage and Ash Brokerage, dedicating a few hours per week to Blackhorse Life Brokerage.
Employment History
Current Registrations
Kpp Advisory Services LLC
LPL Financial LLCBroker
Previous Registrations
Aig Capital Services, INC.Broker
AXA Distributors, LLCBroker
State Registrations29 states
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.