Kyle Frederickson
Kyle Frederickson is a registered investment advisor at UBS Financial Services INC., based in Coeur D'Alene, ID, with 20 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
Coeur D'Alene, ID
Get directionsHistory
Regulatory History (2)
Criminal
January 2023Judgment / Lien
October 2020Other Business Activities
Kyle is a member of the board of directors for the Millionair Club, a charity organization, since 2016. He attends quarterly board meetings and helps with the organization's direction and vision.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
State Registrations26 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.
Exams
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