Kyle Fitzgerald is a registered investment advisor at Partners Capital, LLC, based in Austin, TX, with 1 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, High Net Worth, Investment Management, and 2 more. Their firm serves 67 clients with $39M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle is a partner at Partners Capital Investments GP, LLC, a hedge fund for accredited investors, dedicating a few hours per week. He is also a partial owner of 2041 OPS, LLC and 2041 PRYTANIA STREET, LLC, entities related to a small boutique hotel in New Orleans, spending minimal time on these ventures.
Employment History
Current Registrations
Partners Capital, LLC
State Registrations1 state
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