Kylee Zane is a registered investment advisor at Beacon Capital, LLC, based in Cedar Rapids, IA, with 20 years of industry experience. Kylee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 648 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.45% |
| $5.0M - $10.0M | 1.30% |
| $10M+ | 1.15% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
375 Collins Road NE,, Suite 120, Cedar Rapids, IA, 52402
Get directionsHistory
Regulatory History (1)
Criminal
January 2002Other Business Activities
Kylee is currently a licensed insurance agent but is not actively selling insurance at this time.
Employment History
Current Registrations
Beacon Capital, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.