Kyle Wiggs is a registered investment advisor at Ux Wealth Partners LLC, based in Centennial, CO, 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 Investment Management. Their firm serves 59 clients with $2.1B 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 $25.0M | 0.16% |
| $25.0M - $50.0M | 0.14% |
| $50.0M - $75.0M | 0.12% |
| $75.0M - $100.0M | 0.10% |
| $100M+ | 0.08% |
Manager fee depends on the manager selected (0% to 0.49%). Fees are negotiable.
Fee Estimator
Location
7200 S Alton Way, Suite A-250, Centennial, CO, 80112
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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 →Employment History
Current Registrations
Ux Wealth Partners LLC
Previous Registrations
National Planning CorporationBroker
Sii Investments, INC.Broker
Investment Centers of America, INC.Broker
Invest Financial CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Curian Capital, LLC
Curian Clearing, LLCBroker
Jackson National Life Distributors LLCBroker
State Registrations1 state
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