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Kyle Roy

Kpp Advisory Services LLC
21 Years of Experience
Evansville, IN
BrokerSells Insurance
View SEC Summary
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Kyle Roy is a registered investment advisor at Kpp Advisory Services LLC, based in Evansville, IN, with 21 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,995 clients with $1.2B in assets under management.

Kpp Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
3,995 clients
Average Client Portfolio
$311K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory program fees are negotiable, subject to a maximum annual fee of 2.50% (and up to 3.00% for certain third-party manager programs).

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

1010 Lincoln Ave, Evansville, IN, 47714

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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

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
September 2020 - Present · 6 yrs 2 mos
LPL Financial LLCBroker
July 2020 - Present · 6 yrs 4 mos
Previous Registrations
Aig Capital Services, INC.Broker
March 2011 - June 2020 · 9 yrs 3 mos
AXA Distributors, LLCBroker
January 2005 - March 2011 · 6 yrs 2 mos
State Registrations29 states
ALARCACOFLGAILINKSKYLAMAMIMNMOMSNCNHNJNVNYOHORSCTNTXVAWAWI
AdvisorBrokerBoth

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.
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