Kyle Howell
Kyle Howell is a registered investment advisor at Base Wealth Management, based in Lakewood Ranch, FL, with 15 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 754 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. Management fees may be reduced or waived for directors, officers, and employees of Base Wealth at the discretion of management. These fees may be negotiated by Base Wealth at its sole discretion.
Fee Estimator
Location
7301 Merchant Court, Suite A, Lakewood Ranch, FL, 34240
Get directionsHistory
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 an insurance agent since 2019, selling fixed annuities, fixed life insurance, long-term care insurance, and disability insurance, dedicating about 10-20% of his time. Kyle also owns Foundation Wealth Solutions, LLC, an entity created for business tax purposes, but spends minimal time on it.
Employment History
Current Registrations
Base Wealth Management
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Barndollar Investment Advisory Services Incorporated
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, 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.